Every relationship starts with understanding. That's why every new client starts the same way: a paid advisory consultation. Below is each stage, what you receive, and what it asks of you.
01.
Consultation
Some answers to your immediate questions, and an honest take on whether you need more than this session. We’ll ask for a few details ahead of time, then get straight to the point of your situation. Sometimes the answer is you don’t need us. We’ll tell you that too. And if it’s clear you do need help, the next step is simple: we get you pricing.
What this stage asks of you: An hour, and straight answers about your situation.
02.
Scope
A written scope proposal and a fee, in dollars, before anything starts. No open meters.
What this stage asks of you: A decision about whether to go ahead. Some people stop here. That’s totally fine.
03.
Discovery
Stage one worked with hypotheticals. Now we need your actual numbers. We work from the real documents: tax returns, financial statements, notices of assessment, investment statements. You’ll get a checklist of exactly what we need from you.
What this stage asks of you: The documents on the checklist, within a reasonable window.
04.
Analysis, Insights & Strategy
Two things happen here. First we calculate. Rates of return, tax jurisdictions, the real dollars behind each path you’re weighing. If the question is whether to sell the business now or in three years, you see what both paths actually look like in dollars. Then we fit those numbers into your life. Your preferences, your desires and fears, your timeline. Expect some questions back and forth along the way.
What this stage asks of you: Some patience. Modeling your scenarios properly takes days.
05.
Recommendations
A detailed plan, not a summary. Personalized recommendations matched to your goals, with the reasoning behind each one, in priority order.
What this stage asks of you: Any and all questions you might have. Feel free to push back on anything that doesn’t feel right.
06.
Implementation
You stop being the messenger. We get on the calls with your accountant, your lawyer, your investment manager, your estate attorney, your cross-border CPA, or anyone else in-the-know.
What this stage asks of you: Decisions when the decision points come. We guide you through them, and the final call is always yours.
07.
Ongoing Support
Some clients make us their lifetime go-to. When life changes, we revisit the assumptions, so the plan doesn’t end up as a folder on a shelf.
What this stage asks of you: Feel free to tell us when something changes: a sale, a move, a diagnosis, an inheritance. We’ll take it from there.
What our clients say
“I feel so sane. And you get it in a way that a lot of people aren’t even capable of getting.”
Christine
“Obed’s team gave me a clear roadmap and the confidence to move forward. Instead of just managing complexity, they handed me an actual strategy — to simplify, protect, and redeploy my assets, which was exactly what I needed.”
Brock F.
Book an Advisory Consultation.
If our process fits your situation, it starts at stage 01: a paid working session built around your immediate questions. Come with the decision you’re facing. You’ll leave with direct answers and a clear picture on whether anything more is needed.