Building wealth isn't about working harder—it's about having the right system.
Finally: A financial planning partner built for millennials who want to slash taxes, boost income, and grow wealth — so they can live life on their terms.
Let's Get Started
The truth about building wealth in your 30s and 40s?
It's not about skipping lattes or following your grandfather's retirement playbook. It's about building systems that make your money work harder than you do.
Here's the reality most financial advisors won't tell you:
Making six figures doesn't guarantee financial freedom. In fact, it often creates more complexity:
- Taxes eat away at your income while the ultra-wealthy seem to pay less
- Investment decisions pile up faster than you can research them
- Work-life balance feels impossible when you're DIY-ing your financial future
- Traditional retirement advice doesn't match your timeline or goals
- The "keep up with the Joneses" trap gets more expensive every year
Sound familiar?
You're not alone. And more importantly: It's not your fault.
The Traditional System Isn't Built for You
The old financial playbook was written for a different generation. A generation that:
- Worked 40 years at one company
- Relied on pensions and Social Security
- Didn't face today's tax complexity
- Had lower costs of living
- Followed a linear career path
But you're playing a different game.
You need a financial system built for:
- Life design on your terms
- Early financial independence
- Equity compensation & bonuses
- Modern investment opportunities
- Tax reduction strategies that are proven
Our Four-Tier Financial Freedom System
We've helped hundreds of high-income millennials transform their relationship with money through our proven framework:
Tier 1: Foundation Building
- Master the 50/20/30 cash flow system
- Eliminate costly debt
- Optimize your tax strategy
Tier 2: Income Enhancement
- Maximize your earning potential
- Design your ideal lifestyle
- Create additional income streams
Top performers rarely "negotiate" for raises at all.
— Ryan Greiser, CFP® (@ryanOpulus) November 12, 2024
They spend 6-12 months building an undeniable case.
The +PARIS Method transforms this into a repeatable system.
When done right, your raise becomes the obvious next step.
Here’s the framework ↓
Tier 3: Wealth Building
- Build a goals-based investment strategy
- Plan for early retirement
- Optimize equity compensation, bonuses, and business income
Tier 4: Protection & Legacy
- Secure comprehensive insurance coverage
- Create your estate plan
- Protect your wealth
How We Work Together On Your Journey to Financial Freedom
Phase 1: Finding Our Fit
We're selective about who we work with because we're committed to delivering results. Here's how we'll know if we're right for each other:
20-Minute Discovery Call
- Share your biggest financial challenges
- Learn if our expertise matches your needs
- Get immediate clarity on next steps
Strategy Deep Dive
- Review your current financial situation
- Reveal 3 major opportunities we've identified
- See real examples of how we've helped similar clients
- Understand the investment and expected ROI
Mutual Decision
- Decide if our approach resonates with you
- Ensure our communication styles align
- Choose to move forward (or not) with complete clarity
Phase 2: Your First Year — Building the Foundation
This is where the magic happens. We transform complexity into clarity through systematic execution:
Month 1-12: Implementation & Automation
- Create your comprehensive financial strategy across all four tiers
- Identify and prioritize 12 key optimization opportunities
- Meet monthly (45 minutes) to execute each element
- Systematically automate your finances piece by piece
By month 12, your wealth-building machine runs mostly on autopilot
Phase 3: Years 2+ — Optimization & Growth
Once your foundation is solid, we shift to maintenance and optimization mode:
Ongoing Support
- Semi-annual deep-dive reviews
- On-demand support when life changes happen
- Proactive updates when tax laws or markets shift
- Continuous optimization of your wealth-building systems
3 Ways We Can Help
Your Next Step: Free Strategy Session
Here's what happens when you click below:
- Schedule a convenient time for your 20-minute discovery session.
- Share your current situation and goals.
- Get a clear picture whether we're the right fit for you or not.
(Limited to 2 new clients per month to ensure premium service levels)
