You earn $300K–$500K a year — and you're not building wealth like you should. The office names the leaks and keeps the schedule that closes them, on your behalf.
Three concerns that quietly cap the net worth of high earners — the ones a good office raises before you do.
You make more than your parents combined but have less net worth to show for it. Your accountant calls taxes a “problem” but doesn't solve it.
Stock options, RSUs, bonus structures — all complicated. You don't know if you're optimizing or simply hoping the stock goes up.
Other executives hold real wealth — real estate, investments, diversification. You're concentrated in company equity. One move and it could tank.

Real estate, public-market index funds, private positions — a portfolio, not a lottery ticket. The office quantifies the single-basket risk in dollars, then moves capital on a schedule.
From a single-basket fortune to a deliberate, tax-aware estate — held with you and your CPA, no products sold.
We model total comp, the tax bill, and what's actually left — then find the leaks: taxes to optimize, insurance you overpay for, investments you neglect.
Don't sell it — just stop putting every wealth-egg in the company basket. A portfolio, not a lottery ticket.
Set a net-worth target, reverse-engineer the monthly number. Mechanistic, never aspirational.

A plan that executes, not a folder that gathers dust.
Long enough to stop modelling and begin executing — capital actually leaves the concentrated position, on a schedule, without theatre.
You know your real tax situation and a modeled diversification strategy — intentional wealth-building vs. hoping.
The arrangement is in motion: capital leaving concentrated equity on a schedule, each sale timed with your CPA.
$200K+ diversified out of company equity, tax withholding optimized, net investable surplus clear.
Not transformations — references. Tech leaders who stopped hoping and began running the balance sheet quietly, by arrangement.
Two decades of compensation and a single ticker to show for it. The office made the concentration a number, then a schedule to undo it. No theatre — just a quiet plan I actually kept.
My accountant called taxes a “problem.” The office modelled the actual sale windows and walked them through my CPA. The first time my equity wasn't simply hope.
It reads like a private statement and runs like one. Set the mark, place the number every month. Mechanistic, never aspirational — which is why it held.
Immediately after checkout: the Arrangement brief — a modelled view of your real after-tax compensation, a plan to move wealth out of single-basket risk, and CPA-aligned sale timing. Instant access, no waiting, no upsell, no product pitch.
For some. But an acquisition, a low IPO, or headwinds leave you with one thing in one basket. Diversification is insurance, not pessimism.
Yes — which is exactly why you need a tax strategy, not random selling. Right years, right amounts, right timing, through your CPA.
Depends on risk tolerance and timeline. We model the scenarios. Real estate + public market + company equity for most; private deals are the spice, not the meal.
Worry about getting it right. A mediocre, consistent plan beats no plan. In ten years you'll be glad you started — or wish you had.
An arrangement that replaces “hope the stock holds” with an estate you actually control — mapped to your real compensation. Choose your term:
A fee-only advisor bills $300–500/hour. The Arrangement is $97, once — advice-only, and nothing else is ever sold to you.
One step. Instant access — nothing else is ever sold to you.
Preview mode — Stripe payment connects here in the next step. No charge is made.