A Comprehensive Plan for Real Estate and Capital Markets Investing

Your portfolio is powerful. We make it purposeful.

You already know how to build wealth. We help you connect every piece of it into one cohesive strategy.

Our Services

Comprehensive Financial Planning for Real Estate Investors.

We believe finnacial planning is best done comprehensively, with all pieces of your financial picture in view—therefore, we do not offer a-la-carte style planning. However, these are some things you can expect to see in your financial plan.

  • Coordinate real estate with public markets for balanced growth and liquidity.

  • Minimize taxes across entities and assets.

  • Protect and preserve wealth across generations.

  • Manage leverage, distributions, and reserves with confidence.

  • Clarify your purpose, values, and vision for what you’ve built.

Schedule Your Free Clarity Call

Our Process

  • A graphic with a number 1 in a circle at the top, titled 'Get to Know You.' Below, it says '15 minute phone call' and advises meeting with Drew over the phone to learn more and ensure compatibility before committing to a financial plan.
  • Sign indicating the second step of a process titled 'Basic Data Gathering,' with instructions for submitting financial information online and noting the service is currently offline.
  • Step 3 in a guide to laying a foundation, with a green and beige color scheme, stating it involves a 60-minute video call to discuss analysis, scope-of-work, fees, and client service process.
  • A guide card with a large number 4 at the top, titled 'Sleep On It'. It has a section labeled 'Offline' which advises considering the value received so far, talking to a spouse, and deciding whether to continue working together.
  • A digital flyer for a client signing meeting, numbered 5, with details about a 30-minute video call to answer questions, sign paperwork, and start onboarding.
  • A digital flyer for a discovery meeting scheduled for 6, with details for a 60-minute video call discussing important values and objectives.
  • Step 7 of a guide or presentation titled 'Build Your Foundation Framework,' indicating an offline phase where plans are created and top questions are answered based on goals, values, and financial picture.
  • Invitation or digital flyer for a strategy meeting, featuring a circular icon with the number 8, and text about a 60-minute video call discussing foundation framework, real estate, investments, and tax strategy.
  • Number nine for implementing a plan, with a message encouraging financial planning for future family, faith, and legacy.

Steps 1-3 are part of the free Clarity Call

Steps 4-9 are part of the Foundations Framework

Living your life to the fullest, retiring in comfort, and passing on an inheriance to future generations requires diligence and comprehensive in-depth planning.

We’re here to help.

Comparison of a messy clipboard on the left and a clean, organized clipboard on the right.

The Result

Complexity

Clarity

Our clients move from uncertainty and scattered advice to clarity, control, and confidence.

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