Next step
Book a free strategy call
Call us, email us, or pick a time below. We will cover which of the four strategies fit your family, and what putting them in place would involve.
Reach us directly
We answer email the same working day in most cases. If you reach voicemail, leave a number and a good time and we will call you back.
Pick a time
Thirty minutes, one to one with the advisory team, and nothing to pay. Choose a slot and you will get an email and a text to confirm.
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Trouble with the calendar? Open it in its own tab, or call +1 435-419-5753.
What happens next
- You pick a time and we confirm it by email and text.
- On the call we go through your income, your timeline and what you already have in place.
- You get a straight answer on which of the four strategies are worth pursuing for you.
There is no charge for the call and no obligation afterwards. Join from a computer if you can, so we can share notes on screen.
Who this call is for
These strategies are built around one situation, and they work best when it is yours:
- A high income, in your peak earning years, as an employee, an executive or a business owner.
- A tax bill that is large and getting larger, and an accountant who has run out of suggestions.
- A child heading for college, or already there, with the first bills in sight.
- Enough saved that the question is how to deploy it, not whether there is any.
It is worth being straight about the other side of that. If you are not paying much in tax, most of what we do has nothing to work with, because almost all of it starts by redirecting tax you would otherwise pay. And if you expect to qualify for need-based aid on income alone, the fastest thing we can do is tell you so and point you at the parts of strategy one that still apply.
We would rather say that on a free call than six months into something that was never going to fit.
What to have in front of you
Nothing formal, and no documents to send in advance. The conversation goes further if you can speak to roughly:
- Household income, and what you paid in federal tax last year.
- When the first tuition bill lands, and how many children follow behind it.
- What is in 529s, brokerage accounts and retirement accounts, in round numbers.
- Any property you already own beyond your home.
- Whether your accountant has raised any of this with you before.
What the call is not
It is not a pitch for a course, and there is nothing to buy on it. It is also not tax or legal advice. Anything that comes out of it goes to your own CPA to review before you act on it, which is how it should work and how we prefer it.