THE STRATEGY ROOM
Request a private consultation to architect your wealth design
This isn't a Sales Call.
It’s a Feasibility Study.
You are busy running a company. I'm busy traveling the country helping founders grow or exit theirs.
Neither of us has time for a sales pitch.
The Affluenics Strategy Session is a 30-minute, high-level diagnostic designed to answer three specific questions:
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Are you over-paying? (Identifying tax drag and "lazy capital" on your balance sheet).
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Are you over-exposed? (Stress-testing your partnership agreements and liability protection).
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Is there a fit? (Determining if our protocols align with your business structure).
Who I Can Help the Most
I don’t work with everyone, because these strategies don't work for everyone.
To get the results you see on this site, you need three things:
You Must Hold the Pen: I work with the people who sign the checks. If you have to ask a board of directors or a committee for permission to move capital, this isn't for you.
You Must Want Leverage, Not Just Safety: We aren't here to play defense. We are here to turn your business success into personal freedom. You need to be ready to treat your cash as a tool, not a trophy.
You Must Be "OK" healthwise: Here is the reality, the most efficient banking strategies in the world use your health to lock in the leverage. We need you healthy enough to qualify for the preferred tiers.
THE
APPLICATION
Please complete the brief profile below. If your situation fits our expertise, you will be sent a link via email to my private calendar to select a time.
What Happens Next...
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Review: I will personally review your file before we speak.
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The Call: We meet on Zoom. No slide decks. Just a virtual whiteboard and your numbers.
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The Blueprint: If there is a fit, I'll build you a custom Executive Design Plan for you to review.