Keep the Plan Moving.
The PAID Method™ Plan is only valuable if it gets implemented. Owner Advisory Group manages the execution and implementation — recommending, overseeing, reviewing, and updating the plan, and coordinating with the appropriate licensed or professional channels where needed.
Engagements scale with complexity, ownership structure, and the coordination required across investment, insurance, retirement, tax, legal, and exit planning. Scope is confirmed after the Business Owner Wealth Review.
Advisory oversight that keeps the wealth plan moving.
Owner Advisory Group stays in the work — reviewing progress, resetting priorities each quarter, and coordinating the licensed professionals needed to move the PAID Method™ Plan forward.
The Wealth Planning Partnership gives the business owner a primary wealth advisor who understands the plan, manages the key planning priorities, coordinates the right professionals, and keeps the wealth plan moving as the business evolves.
What We Manage
Insurance Strategy & Protection
Review and recommend strategies for key person risk, disability, buy-sell funding, continuity, liability, and other protection needs.
Investment & Retirement Strategy
Support investment, retirement, diversification, liquidity, and contribution planning through the appropriate approved advisory channels.
Exit & Continuity Planning
Guide exit readiness, succession, ownership transition, continuity planning, and value-transfer priorities as a Certified Exit Planning Advisor.
What We Coordinate
Tax Strategy Coordination
Coordinate with the client’s CPA so tax planning, entity structure, compensation, deductions, and cash-flow strategies align with the wealth plan.
Legal & Estate Coordination
Coordinate with attorneys so estate, buy-sell, succession, entity, and transfer planning stay connected to the owner’s goals.
Approved Partner Follow-Up
Manage follow-up with approved partners, licensed professionals, and product providers so recommendations continue moving toward action.
How We Stay Connected
Annual PAID Method™ Review
Re-evaluate Protect, Align, Integrate, and Distribute each year as the business, owner goals, and wealth plan evolve.
Quarterly Strategy Meetings
Review progress, reset priorities, and determine the highest-impact planning moves for the next 90 days.
Implementation Roadmap
Maintain a living roadmap of recommendations, decisions, partner activity, completed items, pending items, and next steps.
Keep the plan moving.
Start with a Business Owner Wealth Review, then move into an ongoing PAID Method™ advisory relationship.