Know My Plan

07/17/2026

GTC 59 | Income $400k

07/16/2026

Most people invest with the end goal being retirement, or they think "We just need to accumulates millions."

I'd like to make it more reasonable, realistic, and manageable for you.
Sprint to a $100k balance in your brokerage account.
Future financial flexibility will change everything, and that starts with a six-figure liquid brokerage account.
The first $100k outside of qualified plans creates breathing room and momentum, quickly it becomes $250k, and then we're off to the races.
($250k over ten years in the S&P500® will become almost $500,000 on compounded returns alone, no additional dollars contributed)*
This is often the difference between wanting options and actually having them.
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If you're a high-achieving professional and recognize it's time to seek a professional to help you and your family put a financial plan in place, please get in touch with us, we're currently taking on great new clients.
*If you're already working with an advisor but have considered making a change, please know that we help people do this all the time. It's a simple transfer process that can be done without you having to be involved at all (if you like).

We can't wait to work with you.

Nic

*assumes an avg. 7% rate of return over that time

07/16/2026

GTC 59 | Closing the Gap

07/15/2026

This is what the wealthy do.

Wealthy families don't just save, they figure out how to use the same dollar twice.
There's a tipping point where growth starts doing more work than contributions ever could.
At this stage, the conversation shifts:
• From saving → to strategic leverage
• From accumulation → to intentional use
(The money you've accumulated, invested, and saved becomes the collateral for a future loan that you use to maybe open a new business, become partner in a venture, second home, etc).
It's not about being aggressive or taking on too much risk, it's about being thoughtful with opportunity and having the means to take advantage of it.
At a certain point money can become a tool.
--
If you're a high-achieving professional and recognize it's time to seek a professional to help you and your family put a financial plan in place, please get in touch with us, we're currently taking on great new clients.
*If you're already working with an advisor but have considered making a change, please know that we help people do this all the time. It's a simple transfer process that can be done without you having to be involved at all (if you like).

We can't wait to work with you.

Nic

07/15/2026

GTC 57 | Payroll Deduction Brokerage

07/14/2026

Retirement accounts are obviously important, but optionality & flexibility are where it's at.

Real wealth lives in brokerage accounts.

They allow for:
• Career pivots
• Business opportunities
• Helping kids
• Buying time, not just assets

When someone has meaningful money that lives outside of a qualified retirement plan, their decision-making changes.

--
If you're a high-achieving professional and recognize it's time to seek a professional to help you and your family put a financial plan in place, please get in touch with us, we're currently taking on great new clients.
*If you're already working with an advisor but have considered making a change, please know that we help people do this all the time. It's a simple transfer process that can be done without you having to be involved at all (if you like).

We can't wait to work with you.

Nic

07/14/2026

07/13/2026

07/13/2026

Kills me.

One of the most common places I see high earners leak wealth?

**Employer stock**

The stock vests, taxes get withheld, and the remaining shares live in your brokerage account.

You feel like "you're good," things are "handled."

The major problem is that none of this is strategic, time continues to pass and this principal isn't worked into a financial plan.

I've seen many people with similar incomes and equity comp end up with dramatically different outcomes simply based on how intentional they were with concentrated stock.

When you do nothing, you're actually making a decision.

--
If you're a high-achieving professional and recognize it's time to seek a professional to help you and your family put a financial plan in place, please get in touch with us, we're currently taking on great new clients.
*If you're already working with an advisor but have considered making a change, please know that we help people do this all the time. It's a simple transfer process that can be done without you having to be involved at all (if you like).

We can't wait to work with you.

Nic

07/13/2026

GTC 57 | Input & Outcome