For High-Income Professionals

You earn at the top. Plan like it.

For physicians, attorneys and other high earners who want their income working as hard as they do.

Book a Strategy Call

Book a Strategy Call

Sound Familiar?

What we hear from high-income professionals.

Taxes take more of your income than anything else.

Taxes take more of your income than anything else.

You’re not sure you’re using every retirement account you qualify for.

You’re not sure you’re using every retirement account you qualify for.

Every recommendation is backed by research, analytics, and measurable insights.

Student loans compete with saving and investing.

Student loans compete with saving and investing.

With Éclat

What changes when we work together.

The outcomes we plan toward with high-income professionals, and how we get there.

The outcomes we plan toward with real estate investors, and how we get there.

Tax-efficient investing

Asset location and harvesting across all of your accounts.

Tax-efficient investing

Asset location and harvesting across all of your accounts.

Every retirement dollar used

401(k), backdoor Roth and other accounts funded in the right order.

Every retirement dollar used

401(k), backdoor Roth and other accounts funded in the right order.

Every retirement dollar used

Every recommendation is backed by research, analytics, and measurable insights.

A student loan strategy

Payoff, refinance or forgiveness, weighed against investing.

A student loan strategy

Payoff, refinance or forgiveness, weighed against investing.

A student loan strategy

Payoff, refinance or forgiveness, weighed against investing.

A plan for big income years

Bonuses and partner distributions planned before they land.

A plan for big income years

Bonuses and partner distributions planned before they land.

A plan for big income years

Bonuses and partner distributions planned before they land.

Protection that matches your income

Disability and liability coverage sized to what you earn.

Protection that matches your income

Disability and liability coverage sized to what you earn.

Protection that matches your income

Disability and liability coverage sized to what you earn.

One plan, one set of numbers

Your accounts and goals reviewed together, all year.

One plan, one set of numbers

Your accounts and goals reviewed together, all year.

One plan, one set of numbers

Your accounts and goals reviewed together, all year.

Book a Strategy Call

Book a Strategy Call

Strategies

Strategies we look at for high-income professionals.

Not every strategy fits every situation. On your call we go through which of these apply to you, and what they are worth.

Review mine on a call

Review mine on a call

Backdoor Roth contributions

Roth savings for earners over the income limits.

Asset location

The right holdings in taxable, tax-deferred and Roth accounts.

Year-round tax-loss harvesting

Losses captured when they happen, not in December.

Student loan strategy

Forgiveness programs, refinancing or payoff, compared.

Own-occupation disability review

Coverage that protects your specific career.

Services that Fit

Where we usually start.

Every plan is personal, but these are the services that matter most for high-income professionals.

Investment Management

Tax-aware portfolios built around your goals.

See how we can help

Investment Management

Tax-aware portfolios built around your goals.

See how we can help

Investment Management

Tax-aware portfolios built around your goals.

See how we can help

Advanced Tax Planning

Year-round tax strategy tied to every money move.

See how we can help

Advanced Tax Planning

Year-round tax strategy tied to every money move.

See how we can help

Advanced Tax Planning

Year-round tax strategy tied to every money move.

See how we can help

Risk Management & Asset Protection

Protect the wealth, the business and the people who rely on it.

See how we can help

Risk Management & Asset Protection

Protect the wealth, the business and the people who rely on it.

See how we can help

Risk Management & Asset Protection

Protect the wealth, the business and the people who rely on it.

See how we can help

Book a Strategy Call

Book a Strategy Call

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

FAQs

Questions before we grow together?

Who do you work with?

Business owners, high-income professionals, executives with equity compensation, pre-retirees and retirees, and families building generational wealth.

Do you work with people who aren’t business owners?

How is Éclat different from a regular financial advisor?

What do I need to prepare before the call?

How often will we meet?

I already have a CPA. Can I keep them?

Do you work with clients remotely?

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team.

Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team. Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call

Let’s Work Together

Let’s build your wealth plan.

Book a free 30-minute strategy call with our team.

Bring your questions, leave with next steps.

Book a Strategy Call

Book a Strategy Call