We Help Future Titans Build Wealth Beyond Work

Integrated planning to take control before (and after) your peak

FEATURED IN

You’re closing in on
your Highest-Earning years…

Turn high income into long-term independence
Confidently negotiate bold career or business moves
Build real wealth now — not scramble to catch up at 55

Ready to get ahead before and after your income peaks?

Which are you?

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Rising on the corporate ladder to C-suite.

Get to “the number” to negotiate new roles from a strong position.

THE ASCENDER

Business owner looking to protect what you’ve built.

You want to maximize tax deferral and plan your exit

THE BUILDER

Highly skilled professional maximizing their peak earning years

Highly skilled professional maximizing their peak earning years

THE SPECIALIST

Why high-performers choose us as their Personal CFO

You build a rock-solid foundation while your decisions matter most
We partner with you for the climb, not just wait for you at the TOP
We turn your income into freedom, not just stagnant assets

It starts with a 7-minute chat.

Money clarity, confidence and control for rising professionals

We love to see our clients succeed

Example stories of how we help you get there faster

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The VP set to retire – but got laid off 3 years early

MICHAEL’S STORY

The startup founder planning her freedom

PRIYA’S STORY

The executive who stopped losing sleep over “what if” scenarios

SARAH’S STORY

Go from Making it at work to Making work optional

The Clearfront Blog

How to build and keep your wealth as you grow

    Ready to take the first step?

    Let’s schedule a 7 minute call.

    Get your Free High‑Earner’s Tax Advantage Blueprint

    Earning $200k+? Use this to avoid overpaying taxes this year

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