Frequently Asked Questions

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.

The Private Client Engagement is $30,000 per year, 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.

It's application-only, built for founders and entrepreneurs with $300K+ annual income or $1M+ net worth. Availability is limited, the first step is booking a discovery call.

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.

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.

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?

Three paths: join the free weekly newsletter, join the Journey to Impact community for live calls and tools, or apply for the Private Client Engagement by booking a discovery call.