High Income Professionals

High Income Professionals


  • Single income starting at $250k, or combined income starting at $300k
  • You need to save aggressively, proactively minimize taxes, and build wealth to make work optional.



- You love what you’re doing for the most part, and you make good money, but you feel stuck in this arrangement. Like you’re winging it.

- In the back of your mind, you’re concerned that you’re not saving enough.

- Your kids are growing up, and you’d prefer to travel with them rather than for work.

- You might also have this lingering fear that you might be laid off in the next downturn, and lose it all. 

You’re thinking, “These huge commission checks are great, but I don't know how to manage them for taxes, and I think I’m overspending. Life is going too fast.”

Where is the vision, the foundation to create what you really want? What inspires you? You might want to work remotely from anywhere, start your own business, travel and have sabbaticals from work, or not be tied to one source of income—but you don’t know where to start.

If that’s you, you’re not alone. 

The answer is not just about whether you should keep the rental, what to do with your stock options, or whether you can contribute to a Roth IRA. You need a solid foundation, accountability, and confidence in making tough decisions. A strategy to build wealth and reduce taxes. 

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