I just spoke with someone worth tens of millions after selling his business working with 3 financial advisors already.

But he told me he felt broke!

Mostly because his salary dropped after the PE firm took over.

And like most entrepreneurs, the mental shift from builder to employee with a pile of cash hit harder than expected.

Somehow, not one of the 3 advisors had built a system that:

• Generates tax-efficient income
• Automatically deposits it into his bank account on a biweekly basis
• Recreates the feeling of the paycheck he was used to

That’s insane to me.

People still think of advisors as “money managers.”

And don’t get me wrong, I LOVE everything about investing.

But none of that matters if the person I’m working with feels broke.

That’s why portfolio construction doesn’t start with markets, it starts with you.

Your goals.

Your cash flow.

Your psychology.

That’s what a real advisor is supposed to do.

Not 3 disconnected money managers, but one partner who:

• Understands your full balance sheet
• Designs around your cash flow and tax reality
• Gives you a plan that actually makes you feel wealthy

If you’ve had a liquidity event, have $10M+, and still feel more anxious than you expected, this is exactly the work we do.

Also, this is an unrelated picture of me mountain biking. I’m really excited to get a lot of riding in during my last summer in CO.