Financial Consultant
Strategic Financial Clarity for High-Income Earners & Business Owners
Gain control, confidence, and clarity with tailored financial consulting that helps you grow, protect, and optimize your wealth.
Let's clearly define what you desire your future to look like, and lay out a plan on how to get there.
This is for the people who wish to master their finances and radically transform their lives.
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T.F.
HI, T.F HERE
I HELP HIGH INCOME EARNERS AND BUSINESS OWNERS STOP WINGING THEIR FINANCES
WHETHER IT'S PLANNING FOR A MAJOR PURCHASE, STRUCTURING YOUR BUSINESS, PLANNING YOUR RETIREMENT, SELECTING YOUR INVESTMENTS.
STRUCTURE CAN BE THE DIFFERENCE BETWEEN TAKING STEPS THAT END UP COSTING YOU HUNDREDS OF THOUSANDS OVER YOUR LIFETIME, AND HAVING SMOOTH SAILING TOWARDS BUILDING GENERATIONAL WEALTH!
Build Your Wealth with the Strategies the Wealthy Actually Use
Offers
The Strategic Wealth Plan
Built for professionals ready to align their income, tax strategy, and investments with their life goals. Includes:
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Setting the financial foundation and education
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Tax and investment optimization
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Budgetting and cash flow optimization
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Long term financial strategy
The Strategic Wealth & Tax Advantage Suite
Built for high-earning individuals, business owners, and consultants who want to optimize taxes, structure their finances for growth, and develop a long-term wealth-building plan. Includes:
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Tax optimization and forecasting
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Tax advantaged investment strategy
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Business structuring and expansion plan
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Financial infrastructure setup
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Major financial decision support
“Thank you! Tobi!!
Caleb and I were very impressed and feel good we trusted you with our finances this year."
Larissa, Canada
More on Services
Many high earners miss out on the financial strategies typically reserved for the ultra-wealthy. We bridge that gap—offering personalized financial guidance to help you keep more of what you earn, grow your wealth, and optimize your financial future.
We help you:
✔ Minimize your tax bill and maximize savings.
✔ Build and protect your wealth with expert insights.
✔ Align your finances with your long-term aspirations.
✔ Implement smart strategies to optimize and eliminate debt.
Take control of your financial future—click the link above to learn more.
As a business owner, your financial success is closely tied to your business, and both need to be managed strategically to maximize growth and stability. We provide expert guidance to help you optimize both, ensuring your business thrives while securing your personal wealth.
We help you:
✔ Minimize tax liabilities and maximize savings.
✔ Secure funding and scale with confidence.
✔ Assess and strengthen your financial foundation.
✔ Understand your business’s worth and plan for growth.
✔ Keep your financial records accurate and up to date.
Set yourself and your business up for long-term success—click the link above to learn more.
Your confidence in your organization's financial health and performance is crucial. Businesses should strive to understand the clients they serve and their needs. Our comprehensive financial and data analysis services help you gain clarity, make informed decisions, and uncover growth opportunities.
Click on the link above for more
Whatever life you dreamt for yourself, I make more extraordinary.
That is my why.
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