Your Executive Producer for Financial Confidence
You've worked hard to build your life. But between the investments, the insurance, the retirement accounts, and the estate plan — who's making sure all the pieces actually fit together? That's what we do.
Who This Is For
Creative Entrepreneurs
Musicians, filmmakers, creators, writers. You earn in bursts, think in projects, and nobody speaks your financial language. We do — because Andrew is one.
Athletes & Entertainers
Short earning windows. High exposure. People who want a piece. You need protection, not just growth — and someone who'll tell you the truth.
High-Earning Professionals
Doctors, lawyers, engineers making great money with a pile of uncoordinated accounts. You want to hand it off to someone competent.
Legacy Builders
You're thinking generationally. Estate planning, philanthropy, family governance. The '7 generations' part of 70×7 is literal for you.
The Three Tiers
Choose the level of engagement that matches where you are right now. All are rooted in fiduciary advice and comprehensive financial coordination.
Financial Checkup
$500–$1,500
A working session focused on your most pressing financial question. We map the specific issue and show you exactly where to focus first.
Learn More →The Financial Physical
$2,500–$5,000
The full working session. We review your investments, insurance coverage, retirement accounts, tax strategy, and estate plan. We show you the gaps. Most clients find six figures in annual savings or missed opportunities.
Book Now →Peace of Mind Plan
From $1,000 + AUM
Ongoing management. We coordinate your investments, place and monitor your insurance, file annual reviews, and quarterback your entire financial team. This is the relationship that keeps everything connected.
Explore →What No Other Advisor Gives You
By the end of your Financial Physical, you'll have a Future Guide — a confidence document built from your own words. It's not generic advice. It's your financial truth, written by you.
"I am prepared for a market downturn because we hold 18 months of expenses in cash and short-term bonds."
"I contribute to my Roth IRA each month because I want my daughter to see that building wealth is a quiet, consistent act."
"If I lose my job, my first call is to Andrew. We've already planned for this."
The Guarantee
More clarity than you've ever had about your financial future — or your money back.
No hidden fees. No products pushed. Just honest fiduciary advice.
Start with a Free Discovery Call
Let's talk about where you are and where you want to be. No pitch. No pressure. Just an honest conversation about whether this is a fit.
Book a Financial Physical →