Last step
Thirty minutes with Cameron.
A look at your back office. Not a pitch at you, and not tax advice.
What we do on the call
01
What is being tracked right now
And what is going straight past unrecorded.
02
What your year actually looks like
Lumpy income, mapped against obligations.
03
Which conversations are overdue
And who should be in them with you.
04
What 90 days would look like
Specific to your volume and your setup.
Bring three things
Roughly what you closed in the last twelve months, how you track expenses today, and whether you have spoken to anybody about next year.
You will leave with a plan whether or not you partner with us. Anything specific goes to your own accountant.
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Any brokerageYou can buy it and stay where you are
Between now and then
Two things worth doing before we talk.
Neither takes long, and both make the thirty minutes more useful.