Private Financial Strategy Session — Online
Schedule a confidential Zoom consultation with Matthew Johnston to review advanced planning strategies designed for high-net-worth individuals and families. These one-on-one sessions focus on preserving wealth, reducing tax exposure, and aligning your financial structure with your long-term legacy goals — all handled with discretion and precision.
- Advanced strategies for wealth preservation and tax efficiency
- Private, secure Zoom meetings tailored to your financial complexity
- Planning designed to protect assets, income, and legacy across generations
Your Path to Advanced Financial Clarity
Book Your Private Strategy Call
Choose a convenient time for a confidential Zoom consultation designed around your financial priorities and long-term goals.
Meet One-on-One with Matthew Johnston
During your private session, Matthew will review your current financial structure, identify potential risks or inefficiencies, and outline advanced strategies tailored to your level of wealth and complexity.
Securely Upload Key Documents
After your consultation, you’ll have the opportunity to securely share relevant financial documents so a detailed, customized strategy can be developed with precision and care.
Advanced Financial Planning FAQs
Are there any fees for the initial consultation?
No — your initial strategy call is completely complimentary. This session is designed to understand your financial goals, identify potential opportunities or gaps, and determine whether advanced planning is a good fit for your situation. There’s no cost and no obligation — just a focused conversation to provide clarity and direction.
What exactly is “advanced financial planning”?
Advanced financial planning goes beyond basic investing or retirement projections. It focuses on coordinating multiple areas of your financial life — including tax efficiency, asset protection, estate planning, income strategies, and legacy design — into one cohesive strategy. The goal isn’t just to grow wealth, but to structure it in a way that protects it, distributes it efficiently, and supports your long-term vision for your family and future.
How is this different from traditional financial advising?
Traditional financial advising often centers on investments, portfolio performance, and retirement savings. Advanced planning looks at the entire financial picture. It addresses how your assets are owned, how they’re taxed, how they transfer to the next generation, and how they’re protected from risks like lawsuits, market volatility, or unexpected life events. It’s less about picking products and more about designing a strategic financial framework.
Who is this service best suited for?
Advanced planning is ideal for business owners, high-income professionals, retirees with significant assets, and families who want to be intentional about preserving and transferring wealth. It’s especially valuable for individuals whose financial lives have grown more complex and who want strategies that match their level of success and responsibility.
Do I need a minimum net worth to work with you?
There is no strict minimum, but advanced planning tends to provide the most value for individuals and families with meaningful assets, growing income, or business interests to protect. The key factor isn’t just net worth — it’s complexity. If your financial life involves multiple income sources, tax concerns, or legacy goals, advanced planning can help bring structure and clarity.
Do you work with my existing CPA or attorney?
Absolutely. Advanced financial planning works best when all of your professional advisors are aligned. I regularly collaborate with clients’ CPAs, attorneys, and other specialists to ensure strategies are implemented correctly and efficiently. This team-based approach helps avoid gaps, reduces costly mistakes, and ensures your financial, tax, and legal plans work together toward the same long-term goals.
See What Our Clients Have To Say
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248.742.0065