* Guidance on taxes and overall financial planning
* Strategies to manage cash flow and tax liabilities
* Planning for education and future goals
* Personalized consultations to optimize your time and finances
* Comprehensive risk management
* Annual reviews for open enrollment decisions
As a Principal, Partner or Managing Director at a large consulting firm, your compensation package offers great opportunities—and it can also bring unexpected challenges, from new tax thresholds to cash flow nuances. These complexities are often made more challenging by the demands of increased travel and changes within your household, particularly in dual-career families with young children.
At YGC Wealth, we understand these unique pressures. Our Founder + Senior Wealth Advisor, Rianka, has firsthand experience with the intricacies of compensation structures for Principals and Partners — as the spouse of Principal of a large consulting firm, she knows how these changes can affect both your professional and family life.
Our white-glove, comprehensive financial planning service is designed to support executives like you, offering:
EXECUTIVE
CONSULTING
Ready to take the next step? Reach out to us at Hello@YGCWealth.com to schedule a consultation and explore how we can tailor our services to meet your needs. Let’s work together to strengthen your financial future.
Our tailored service is designed specifically for Partners, Principals, and Managing Directors at large consulting firms who are looking to simplify their financial lives and maximize their earnings. With a deep understanding of the unique challenges you face, we offer personalized strategies that align with your goals and lifestyle.
Our annual retainer of $12,000 reflects our commitment to providing comprehensive, strategic guidance to help you navigate complex financial landscapes. We’re dedicated to helping you make informed decisions, plan for the future, and ensure that your financial plan works as hard as you do.
IS THIS SERVICE
RIGHT FOR YOU?
LET'S WORK TOGETHER
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