Mando Sallavanti III, CFP®, CEPA's Linkedin Analytics

Everyone says, "Create financial freedom," but they don't tell you how to make it work in real life. It’s easier said than done - especially when balancing a demanding career, market uncertainty, and future goals. I’ve seen: ➔ High-earning professionals unsure how to manage variable income and build consistent wealth. ➔ People maximize their retirement accounts but unnecessarily lose tens of thousands to potential future taxes. ➔ Overwhelmed individuals juggling investments, debt, and financial priorities without a clear strategy. Without a clear plan, you risk working harder but not smarter, leaving opportunities and peace of mind on the table. This is how one of my clients reached out: "I make over $300,000 a year, but I feel like I’m always trying to catch up. Taxes, investments, and budgeting - it’s all so much to handle. I’m good at what I do, but when it comes to making my money work for me, I’m just stuck. I don’t even know where to start.” It’s a common story for high-performers. They want to grow their wealth and secure their future but feel overwhelmed by the complexity of managing their finances. Without the right guidance, it can feel paralyzing. Our clients are now saving more, paying less in taxes, and are on track to retire years earlier - all while living the life they’ve worked so hard to build today and protecting their families. We can do this 1:1 with: ➔ Tax-efficient strategies that help you save more and keep more of what you earn. ➔ Cash flow systems to simplify your finances and build wealth automatically. ➔ Investment optimization to align your portfolio with your goals and risk tolerance. ➔ Legacy planning to secure your family’s future and pass down wealth effectively. With my frameworks, you’ll stop wondering if you’re doing enough - and start feeling confident that every decision is setting you up for long-term success. The biggest win: You’ll no longer need to piece together advice from random sources or overthink your strategy. I handle the complexity so you can focus on what matters - your career, your family, and your goals. 👉 If you’re ready to plan to retire sooner, with more income, less risk, and fewer taxes, message me “PLAN”