For high-income earners who want to maximize their investable income and achieve financial freedom…
I want to create you a custom tax plan that could save you THOUSANDS per year in taxes…Even if you’re only making a few hundred thousand per year.
…so you can virtually ensure you’re making the most of your income, increasing your investable funds, and reaching your financial goals faster - without needing to earn more money or spend endless hours on complex tax strategies.
This page is for high-income earners who want to live a life of financial efficiency, freedom, and fulfillment.
If you’re not interested in maximizing your income, optimizing your tax strategy and putting in the effort to make it happen - this page isn’t for you. I suggest you stop reading now.
Dear high-income earner,
If you’re ready to elevate your tax strategy, increase your savings, and optimize your financial planning…
So you can finally keep more of what you earn and accelerate your path to financial freedom…
Instead of losing a significant portion of your income to taxes every year (due to a variety of factors)... more on this in a second...
Then this is the most important message you’re gonna read all year.
Because for the first time, I’m opening my schedule to work 1-on-1 with a few high-income earners to create a fully customized tax savings plan.
Together, we’ll build an actionable plan (that you can take straight to your CPA) that takes full advantage of the US Tax Code to easily and legally slash your current tax bill.
Who Am I?
Whether you’re not very familiar with me, or you already know a lot about me, allow me to give you a quick overview of my story and what I’ve accomplished…
Over the course of my career, I’ve helped numerous high-income earners save millions in taxes through custom-tailored tax plans. I’ve developed a deep understanding of the tax code and how to leverage it to your advantage.
But at one point in my career, I was just like you…
I was making a significant income. But I wasn’t optimizing my tax strategy. In fact, I was losing a substantial amount of money to taxes every year, which significantly impacted my overall financial growth.
Once I discovered how to properly utilize the tax code to maximize savings, everything changed.
I went from being constantly stressed about taxes (and investing), to knowing I was in control of my financial destiny.
Not only did I save more money…
I multiplied my investable income and accelerated my financial growth.
Nowadays, I mentor like-minded high-income earners who want to experience the same financial efficiency and freedom.
You can live the life you want and keep more of the money you earn. And this 1-on-1 custom tax plan is perhaps the single fastest and most predictable way to ensure that happens.
Here's How It Works:
We’ll kick things off with a thorough onboarding conversation.
This is where I can get to know you and understand your current financial situation and goals. My big focus is on helping you create a “solvable equation” that creates a crystal clear path to ultimate financial freedom. This is the “custom-tailored” approach to tax planning that every high-income earner needs, but very few “gurus” talk about.
From there, we’ll dig in deep to see how you are currently getting paid and what tax strategies you are currently using.
Is your income 100% active? W-2 income? Passive Income? These points are all very important because when it comes to tax strategy there is not a one size fits all approach (this is the big mistake most “guru’s” make, they pick a single tool and pitch it to everyone as the ultimate solution). The plan I create for you takes into account your specific situation and will maximize all potential benefits available to you via the U.S. Tax Code.
After I have a thorough understanding of your goals, current situation, and current tax plan my team and I will go to work building you a custom tax plan.
This plan will be specific and actionable. You will be able to take this plan directly to your tax professional so you can start keeping more of your hard earned money right away.
We will deliver your custom tax plan on a call to go through it in detail.
On this call I will walk you through the plan from start to finish. I will make sure that everything in it is clear and easy to understand. You will finish this call fully understanding the ins and outs of the plan so that you feel completely in control.
As a BONUS: You’ll also have full access to my entire network of contacts. After multiple decades in this industry, my network is expansive and covers the globe. I can tell you who you need to be in touch with based on the plan we put together. Not only will I tell you whom you need, I’ll personally connect you with them if I can. This network includes every person you would need to maximize your tax savings and financial growth. If you already work with someone that’s totally ok too!
So What's The Cost?
This is a legit fully customized tax plan for your specific situation. No vanilla advice that you could get with a quick web search. No “exotic” strategies that are highly complex to implement. No beginners wasting your time with basic beginner questions. Just you and me, building an easily implementable plan that will maximize your investable income this year.
Because of this, there is an investment required to get this kind of individualized consulting.
The investment to get your custom tax plan that you can take straight to your CPA is a one time payment of $5k.
Our goal is to save you six figures or more…depending on your income.
However, worst case scenario we guarantee we’ll save you at least $10,000. That way the absolute worst you can do is double your investment. If we can’t save you $10,000 we’ll send you back your $5,000. (This guarantee only applies if you are paying over $100k a year in taxes. If you don’t pay over $100k a year in taxes, I can still save you a ton of money. I just can’t guarantee $10k in tax savings.)
What Does Life Look Like If We Work Together?
You have a clear vision for your financial future
You’re following a plan that virtually guarantees results (without overwhelm, stress, or excessive work hours)
You’re growing in knowledge, skills, and confidence when it comes to tax planning, investing, personal finances, lifestyle design, work-life balance, and more
You’re continuously expanding your network and forming high-quality (and profitable) connections via my personal list of contacts
You’re able to share wins with your spouse, family, and friends on a regular basis
You can finally feel proud of keeping more of the money you earn and growing your financial legacy
Ready to get started? Just click below and fill out my short application and book a time on my calendar. I’ll be in touch to figure out if we’re the right fit for each other.
Frequently Asked Questions
1. Shannon, I already have a CPA, will this still work for me?
Absolutely! Our custom tax plan is designed to complement and enhance the work your CPA is already doing. We’ll create a plan that you can take directly to your CPA for implementation, ensuring that it integrates seamlessly with your existing financial strategy.
2. I work with a financial advisor, will this mess with the plan I already have with them?
No, it won’t. Our approach is designed to work in harmony with your current financial plan. We focus specifically on tax optimization, which will only strengthen your overall financial strategy. We can coordinate with your financial advisor to ensure everything aligns perfectly.
3. What makes your tax plan different from what my CPA already provides?
While your CPA handles your tax filings and compliance, our custom tax plan focuses on proactive strategies to maximize your tax savings. We dive deep into your income sources, current tax strategies, and personal financial goals to create a plan that goes beyond standard tax preparation.
4. How much time will I need to commit to this process?
Our goal is to make this as efficient and effective as possible. You’ll need to commit to an initial onboarding conversation, give us last two years tax returns and supporting documentation, and answer any specific questions we have about your situation. Then jump on a delivery call where we deliver and explain your custom tax plan. Overall, the time commitment is minimal compared to the significant tax savings you’ll achieve.
5. Can I implement the plan myself, or do I need to hire additional professionals?
You can certainly implement the plan yourself with the help of your current CPA. However, if you prefer, we can also recommend additional professionals from our extensive network to assist you.
6. What happens if the custom tax plan doesn’t save me at least $10k in taxes?
We stand by our guarantee. If our custom plan doesn’t save you at least $10k in direct tax savings (and you are currently paying over $100k a year in taxes), we will gladly refund your money. Our goal is to ensure you see tangible benefits from our work together.
7. How soon can I expect to see results from the custom tax plan?
Results can vary depending on your specific situation, but many clients start seeing tax savings within the first year of implementation. The custom plan is designed to provide both immediate and long-term tax benefits.
8. How do I know if this program is right for me?
If you’re a high-income earner paying over $100k in taxes annually and looking to optimize your tax strategy, this program is likely a great fit for you. It doesn’t matter if you earn income via a job, you are self employed, or are generating your income via investments. We encourage you to fill out the application and schedule an initial consult call to determine if we’re the right fit for each other.
If you like the idea of getting a second set of eyes on your tax situation click here to fill out our onboarding questionnaire and we can get started.
Frequently Asked Questions
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