What Changes As You Grow
The strategies that work at $3,000 need adjustment at $15,000, and again at $40,000. We're upfront about this progression because understanding it helps you make better decisions at each stage.
One client started with us in March 2024 with $4,100. By October 2025, she'd grown that to $11,300 and needed a completely different asset allocation strategy. That transition point—that's where real wealth-building happens.