Find the Path That Fits Your Life
One proven process. Three starting points.
Select the option that souds most like you.
One Process, Three Personalized Paths
Whether you’re scaling a business, navigating equity compensation, or want tax-smart retirement planning, our framework stays the same. Where we begin—and how the strategy takes shape—is tailored to you.
Business Owner Path
Start with smart cash-flow design, proactive tax moves, and a roadmap for turning profits into personal wealth.
High-Earner Path
Optimize option exercises, multi-year tax planning, and an investment strategy that grows with your career.
Pre-Retiree Path
Build a dependable income map, trim taxes, and protect what you’ve built for decades of confident retirement.
One Proven Framework
One repeatable process that keeps every plan clear, coordinated, and adaptable.
- Define clear goals & timelines
- Map tax, investment & risk opportunities
- Prioritize high-impact moves first
- Coordinate with CPA & attorney partners
- Review & refine as life evolves
Discover → Design → Implement → Refine
Real World Wins, One Clear Process
Illustrative examples. Results vary by client circumstances and are not guarantees of future performance.
What Clients Near Johnson City Say
We serve clients locally in Johnson City and virtually across the Southeast.
Your Questions— Answered in 60 Seconds
What if I don’t see myself in those three paths?
That’s okay. The three paths simply reflect the most common starting points we see—business owners, executives with equity, and near-retirees. If your situation lives somewhere in between, start with a 15-minute Intro Call. We’ll talk through what’s on your mind and determine whether our planning process is a fit.
Can you still help if I only need one specific issue solved?
Yes—many clients begin with a single focus area such as cash-flow strategy, option-exercise timing, or tax projections. We’ll scope an engagement around that priority first and expand only if it adds value.
Do you work with clients outside Tennessee?
Absolutely. While many of our clients live in or around Johnson City, we serve families in more than a dozen states through secure video calls and an online planning portal.
Is a minimum account size required?
No. Because our flat planning fee is based on the work involved—not the size of your portfolio—we can provide guidance even if your investments are held elsewhere.
Do you provide stand-alone tax preparation?
We focus on proactive tax strategy and projections. For annual filing, we’ll coordinate closely with your CPA (or introduce one) so your strategy and return stay in sync.
Updated July 2025 • Written by David Talley, CFP®, EA
