Wealth That Works in Every Area of Your Life
Nexa Mastery is our signature, full-service planning partnership designed to simplify the
complex, free up your time, and give you confidence that every part of your financial life is working in harmony.
Expert guidance, built around your life and goals.
Our signature full-service financial planning program gives you the clarity, confidence, and strategy to build lasting wealth—without overwhelm.
Is Nexa Mastery Right for You?
This program is designed for people who want more than one-time advice. They want a financial partner for the long term. It’s a great fit if you’re:
- A business owner navigating growth, income, or succession decisions
- A busy professional who wants help making smart, timely choices
- A high-earning individual or family ready to maximize their financial potential
- Someone who values expert guidance and wants to feel supported—not overwhelmed
- Looking to ensure
every part of your financial life is working together—not in silos
What You’ll Get:
- We’ll design and manage a strategy that grows with your goals.
- From equity to charitable giving, you’ll always know how to minimize what you owe.
- Clarity around what’s coming in, what’s going out, and how to direct it with purpose.
- Career shifts, real estate purchases, or planning an exit—we help you make the call with confidence.
- Protection for what matters most today and preparation for the legacy you want to leave.
Why Nexa Wealth Mastery Works
Most financial plans stop at the numbers. Nexa Mastery goes deeper.
We integrate your money with your values, your lifestyle, and your goals so you can make
aligned decisions that actually feel right.
And as life evolves? So does your plan. We’re right here with you, year after year.
Ready to feel fully supported in your financial life?
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We take a holistic approach that integrates all key financial domains.
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From cash flow and savings to investments, insurance, and legacy planning—we connect the dots.
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And we meet with you regularly to update your plan as your life evolves.
The Nexa Mastery Planning Experience
Simple, Strategic Support for the Life You’re Building. Not Just the Numbers Behind It.
Let’s Talk About What Really Matters
We start with a real conversation—no spreadsheets, no pressure. Just a chance to get to know you, your values, your money habits, and what freedom means to you. From there, we map out what areas we’ll focus on first and what success looks like for you.
Build a System That Works in Real Life
Together, we’ll look at what’s coming in, what’s going out, and whether it’s all aligned with your short- and long-term goals. This isn’t budgeting—it’s about building a flexible system that gives you clarity and control without nickel-and-diming your life.
Align Your Portfolio With Your Vision
We’ll review your existing investments to make sure they support your timeline, risk tolerance, and personal goals—not just market benchmarks. Whether you’re DIY-ing, using a 401(k), or juggling multiple accounts, we’ll bring it all into one clear picture.
Protect What You’re Building
We’ll walk through the what-ifs—illness, disability, or unexpected loss—and make sure the right insurance coverage is in place. I don’t sell based on fear, and I don’t work for any insurance company. If it’s part of the plan, I’ll help you find the right fit.
Make Smart Moves All Year Long
We don’t wait until tax season to think about taxes—we weave tax strategy into every part of your plan. From paycheck withholdings and charitable giving, to which accounts you contribute to, when to sell stock, or how to optimize business deductions—you’ll have a plan that supports your goals and helps reduce your tax burden year after year. The result? More of your money working for you, not the IRS.
Estate & Legacy Planning
We’ll review (or help you create) a plan that ensures your wishes are honored—from beneficiaries to healthcare directives to legacy giving. Estate planning isn’t just for the ultra-wealthy. It’s for anyone who wants peace of mind and intentionality for their families.
What does comprehensive financial planning include?
At Nexa Wealth, our signature offer—Nexa Wealth Mastery—is a comprehensive planning experience designed to support your full financial life. That includes support for every part of your financial life because real financial confidence doesn’t come from managing one piece in isolation.
Your plan will cover all core areas of comprehensive financial planning:
Income & cash flow
Investments
Tax strategy
Equity compensation
Insurance & risk management
Estate & legacy planning
We’ll also look at life transitions, big-picture goals, and the day-to-day decisions that keep things moving.
This isn’t a one-time plan. It’s a collaborative, year-long partnership where you’ll receive customized guidance, check-ins, and hands-on support. We meet regularly, but we also stay connected between meetings to help you implement your plan with clarity and confidence.
As a fee-based firm, our advice is always in your best interest. No product pushing, and no pressure to move your investments.
Do I need a certain income or net worth to qualify?
No. There’s no strict minimum, but most of our clients are high-earning professionals, entrepreneurs, or couples who are navigating more complex financial decisions—such as equity compensation, multi-account investing, tax strategy, or real estate planning.
We’ll talk through your current financial situation during our introductory call and help you decide which level of support fits best. Whether you're seeking one-time guidance or long-term partnership, we’ll make sure the engagement fits both your needs and your budget before you commit to anything.
How often will we meet?
During the first 6 months, while we’re building your full financial plan and working through key action items, we typically meet 1–2 times per month. This gives us space to make meaningful progress without letting things pile up or feel overwhelming.
After that initial phase, most ongoing clients shift to a rhythm of 2–4 structured meetings per year, with support available in between via email, Slack, or Loom for anything that pops up, whether it’s equity comp questions, big decisions, or “can we afford this?” moments.
Our goal is to keep your planning proactive, not reactive, and tailored to your season of life.
How is this different from working with a traditional financial advisor?
You said:
What’s included in a comprehensive financial planning relationship with Nexa Wealth?
do i tie this back to Nexa Wealth Mastery?
You said:
We don’t just build a one-time plan and send you on your way. Instead, we work together to create a personalized strategy, then refine and adjust it as your life evolves. You’ll have ongoing access to a **fiduciary financial planner** who understands the complexity of building wealth in real life—not just on paper.
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You said:
Clients in our ongoing planning relationships typically meet **2–4 times per year**, depending on what’s happening in your financial life. We also provide ongoing support between meetings through email, Slack, or Loom—so you’re not left waiting months to ask a question. Our goal is to keep things proactive, not reactive—especially around tax planning, stock options, and major life events. If you're going through a transition (career change, buying a home, etc.), we may meet more frequently during that time.
we typically meet 1-2x a month for the first six months while we are working on developing your foundational full financial plan and the actions items that come up.
What’s the first step if I want to work together?
We offer a few different planning paths depending on your needs—from one-time strategy sessions to our signature Nexa Wealth Mastery experience for deeper, ongoing support.
Most clients invest between $3,000 and $15,000 annually, depending on complexity and level of service. We charge a one-time onboarding fee to cover the initial planning buildout, with ongoing planning fees that can be paid quarterly or annually.
We’ll walk you through the options and help determine the best fit during your intro call, so you know exactly what to expect before moving forward. No surprises, no pressure.
How much does it cost to work with Nexa Wealth?
Start by booking a complimentary intro call. This is a no-pressure conversation where we’ll talk about where you are in your financial life, what you're navigating, and what kind of support would serve you best.
If it feels like a mutual fit, I’ll walk you through the recommended next steps, explain the scope of the work, and outline what the experience would look like inside Nexa Wealth Mastery. You’ll have all the details—including investment, timeline, and process—before you make any decisions.
