Keep More. Protect More.
Exit Better.
Keep More of What You Earn. Protect More of What You’ve Built. Exit Better When the Time Comes.
Most business owners have tax leaks, insurance gaps, scattered advisors, and no clear plan for turning business success into protected family wealth.
Pilot Your Wealth™ helps you find the gaps, organize the strategy, and build a coordinated flight plan before taxes, risk, or a future buyer force the issue.
You do not need to know the whole strategy yet.
Start with the diagnostic that matches your biggest concern.
The Real Problem
You May Have Good Advisors, But No Coordinated Plan
Most business owners have a CPA, insurance agent, attorney, wealth advisor, and maybe even an exit advisor.
But if those people are not working from the same flight plan, the owner is still the one carrying the risk.
Failures to Avoid:
Tax strategies may be missed because planning happens too late
Insurance gaps may stay hidden until a claim, loan, lawsuit, or deal exposes them
Selling too early, too late, or for less than it’s worth
The business may be profitable, but still not ready for buyer scrutiny
You’re not alone. Most owners are surrounded by capable professionals, but nobody is clearly coordinating the full picture.
We coordinate it. Pilot Your Wealth™ helps connect the tax, insurance, business value, and exit-readiness conversation so you can see what needs attention before it costs you.
Start with the truth
See the Risk.
Meet the Guides.
Follow the Plan.
Most owners hope their tax, risk, and exit strategy are working together. Pilot Your Wealth™ helps you find out before taxes, claims, or buyers expose the gaps.
See What’s at Risk
Tax leaks, insurance gaps, and exit risk can stay hidden until they become expensive.
Build the Wealth Map
Pilot Your Wealth™ organizes the owner’s tax, insurance, estate, structure, business value, and exit-readiness picture into one view.
Choose the Highest-Value Move
The review call pinpoints the next move: tax, insurance, trust, CFO, growth, exit, or M&A.
Start with the concern already on your mind.
I may be overpaying taxes:
Start with the concern already on your mind.
I may have sellability or exit risk:
You’re the pilot. We’re your ATC, guiding you safely to wealth, protection, and legacy.
Meet Your Flight Crew
Ethan Day
Freedom Consultant
Tony Miller
Freedom Consultant
What Happens After the Diagnostic?
What Happens After Your Score?
Step 1
Get Your Diagnostic Score
Your result shows where tax leakage, sellability risk, or planning gaps may exist.
Step 2
Purchase the Wealth Map Snapshot™
For $297, we turn your score into a visual planning map across tax, insurance, estate, ownership, structure, and exit readiness.
Step 3
Review the Highest-Value Next Move
On your 20 to 30-minute Wealth Map Review Call, we identify what matters most next.
100+
Speakers
8HR
Workshops
The Wealth Map Snapshot™ Turns Your Score Into a Clear Next Step
Your diagnostic score identifies the urgency.
The Wealth Map Snapshot™ creates clarity.
For $297, we organize your business and personal financial picture
into one visual map and identify the highest-priority planning opportunities.
1. Wealth Map intake
2. Visual map of business and personal financial picture
3. Review of tax, insurance, estate, ownership, structure, and exit-readiness gaps
4. 20 to 30-minute Wealth Map Review Call
5. Clear next-step summary
*Must start with of
The review call pinpoints your highest-value next move
We Help Route You to one or more of the following:
Advanced Tax Plan
ILIT / Trust / Estate Strategy
Insurance Protection Review
Growth Consulting
Fractional CFO Cleanup
Exit Flight Plan™
M&A Representation
Trusted by the Best
Who is this for?
We serve high-performing business owners who want to protect everything they’ve built
and exit on their terms.
If you’re paying $50K+ in taxes annually
or
Generating $2M–$50M+ in revenue, this is built for you.
The Builder Nearing an Exit
You're 1–5 years from a potential exit and want to ensure every dollar of your life's work converts into generational wealth.
$5M–$50M+ in annual revenue
Tired of vague answers and last-minute scrambling
Wants a clear, documented plan with backup strategies
We align your tax, insurance, and exit path into one clear flight plan.
The Over-Taxed Operator
You’re paying six figures in taxes every year and suspect you’re giving away more than necessary.
$2M+ in revenue or $75K+ paid in taxes last year'
CPA is reactive, not proactive
You want legal, vetted strategies to preserve wealth, not fund inefficiency
We create a shield that matches your ambition.
The Legacy Protector
You care deeply about your family, your team, and your impact—but haven’t coordinated all the moving parts.
Strong operating company, but minimal estate or continuity structure
Worried about what happens if something happens to you
Needs insurance, tax, and business transition strategies to work together
Our portal gives you one view of everything that matters.
The “Not Yet, But One Day” Owner
You're not ready to sell, but you're smart enough to prepare while you still have leverage.
in revenue
Exit is 5+ years away, but you're starting to ask the right questions
Wants to increase business value, protect cash flow, and avoid costly mistakes
We help you build your value and protect your trajectory—starting now.
Start With a Free Diagnostic
Mission-Aligned Partners
What Our Clients Say
Starr Turfgrass
“Partnering with Pilot Your Wealth powered by Freedom Consultants has been a game-changer for our business and our family’s future. Their Pre-Flight Wealth Check™ uncovered hidden tax savings we never knew existed, and their Risk-Mitigation Blueprint™ slotted seamlessly into our growth plans. We now have bulletproof insurance coverage, a clear continuity plan, and total financial clarity—so I can focus on turf quality, not spreadsheets.”
—
Nathan Starr, CEO, Starr Turf & Stone
Modern West Builders
“Pilot Your Wealth gave us our first real runway for exit planning—and we’ve only just taken off. In one strategy session, we identified $150K in potential tax savings and closed critical liability gaps in our policies. The real-time dashboard keeps us on course, and the ongoing support from the Freedom Consultants team feels like having an air-traffic controller for our finances. If you’re serious about protecting what you’ve built, this is your flight plan.”
—
Dave Grover, President, Modern West Builders
Frequently Asked
Questions
Is this a free consultation call?
The Business Tax Savings Radar™ is free. If you qualify, you may be invited to book a paid Pilot Orientation™ session, which is a deep-dive into your past tax-returns and insurance policies to give your the best-of-the-best in tax strategies.
What if I already have a CPA/Advisor?
We don’t replace, we coordinate. Your current advisors are puzzle pieces. We build the box.
Q: How secure is my personal information when I share my tax returns?
A: We take the confidentiality and integrity of your data very seriously. Our systems are audited under SOC 2 Type II standards and fully HIPAA‑compliant, which means:
Encryption at rest and in transit: All sensitive data is encrypted using industry‑leading protocols, both when stored on our servers and as it travels across networks.
Strict access controls: Only authorized personnel with a legitimate business need can view your information. All access is logged and regularly reviewed.
Journey Recap
Free
→ Diagnostic + Score
$20,200
→ Strategy session + 45 days of ATC™ Wealth Map
→ Deliver real transformation
$100/mo
→ Coordinated tax, insurance, exit
→ Long-term trusted advisory relationship
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