# Frequently Asked Questions

Answers to common questions about working with Sam Prentice: Private Client pricing and qualification, what's included, the Wealth Pyramid, the 3 Stages of Wealth, and how to start.

FAQ

Quick answers about working with Sam, the frameworks, and where to start.

What does Sam Prentice do?

Sam is a tax strategist and wealth architect who helps founders, creators, and entrepreneurs build financial architecture: tax strategy, asset protection, cash flow investing, and estate and legacy planning coordination, blended with nervous-system awareness. He designs the strategy and coordinates with each client's CPA and attorney for execution.

How much does the Private Client Engagement cost?

The [Private Client Engagement](https://sam-prentice.com/private-consulting/) is application-only, with month-to-month contracts available and no long-term lock-in required. It includes a complete financial audit, a custom wealth roadmap, implementation support, and coordination with your CPA and attorney. Pricing is discussed on the discovery call.

Who qualifies for the Private Client Engagement?

It's application-only, built for founders and entrepreneurs. Current qualification begins at **$500,000 or more in annual income or $5 million or more in net worth**. Availability is limited, the first step is [booking a discovery call](https://meetme.so/WCEO?utm_source=sam-prentice.com&utm_medium=website&utm_campaign=faq&utm_content=body).

What are the 3 Stages of Wealth?

**Security** (passive income > burn rate), **Abundance** (passive income > ideal lifestyle cost), and **Impact** (more money for you = more for others). Each stage pairs a numerical equation with a feeling: safe, expansive, and purposeful. Numbers without feelings leave you anxious; feelings without numbers leave you delusional.

What is the Wealth Pyramid?

Sam's defensive allocation structure: roughly **20% liquidity** (accessible cash and near-cash), **75% cash flow** (income-producing assets), and **5% speculation** (high-risk, high-reward opportunities). It's designed to preserve wealth through the 5 difficult conversations. [Try the interactive Wealth Pyramid Game](https://sam-prentice.com/wealth-pyramid/).

What are the 5 Difficult Conversations?

The five questions every financial plan must answer: What happens to me when I have enough? When I get sued? When taxes are due? When my primary income gets interrupted? When the economy crashes?

How do I start working with Sam?

Three paths: join the free [weekly newsletter](https://sam-prentice.com/email-list/), join the [Journey to Impact community](https://sam-prentice.com/community/) for live calls and tools, or apply for the [Private Client Engagement](https://sam-prentice.com/private-consulting/) by booking a discovery call.