The Before 40 Game Plan Session
Ninety minutes, you and me, your actual numbers on the table. You leave with your personal C.A.T. plan in writing: cash flow, assets, and tax strategy for the next 24 months. Not a lecture. A plan with your name on it.
Book Your SessionSessions are limited. Booking opens the calendar directly.
How it works
Before the session
You complete the Before 40 Scorecard and a short intake so the ninety minutes start at your real numbers, not small talk.
The session
We find your quarter, score your three letters against it, and build the plan: the cash flow system, the next asset move, and the tax strategy for your situation.
You leave with
Your written 24-month C.A.T. plan, the exact order to run it in, and the option to have my firm implement it with you: ongoing advisory, or the full CAT Life Plan for business owners.
Who this is for
Income, no system
Real money coming in, nothing that earns without you, and a refund you suspect is not actually a win.
Business, no structure
The LLC a video told you to form, estimated taxes in panic mode, and a nagging feeling you are overpaying.
Big move ahead
The marriage, the house, the exit, the aging parents. The exam is scheduled. The preparation is not. Yet.
Got an IRS notice or an urgent tax problem? Skip the line. Call the office: (646) 572-8621
Filing is recording history. Planning is writing it. Ninety minutes decides which one your next two years are.
Book Your Session