Andy Krafft, CPA, CFP®'s Linkedin Analytics

Many of the people I work with are 5–10 years from a major transition. Some are business owners preparing for an eventual exit. Others are high earners who’ve spent the last decade grinding and are ready to shift their focus toward family, freedom, or more meaningful work. They’re not looking to retire in the traditional sense. They’re looking to regain control of their time. That kind of freedom doesn’t happen by accident. It takes structure, strategy, and intentionality, especially when your income is high and the stakes are even higher. I help clients build a life where work is done on their terms, not out of necessity. That means high-touch financial planning, sound investment decisions, and proactive tax strategy, all designed around what actually matters to them. Because financial freedom isn’t the finish line. It’s just the point where you stop chasing and start choosing.