Most advisors manage portfolios. I install systems.
Money from a signing bonus, a liquidity event, a season of NIL deals, or a stack of vesting RSUs doesn't fail because the math is hard. It fails because it lands with no operating manual, no lanes, no rules, and no Friday it answers to. I build the manual.
I'm an engineer by training and a heart-attack survivor, which is why my method, Dream in 3D (Desire, Dedication, Discipline), runs whether I'm in the room or not. The engine is the Cash Flow Cadence System: spikes go in, steady streams come out, and taxes get pre-funded before April can ambush you.
I work with athletes, business owners, and equity-compensated professionals whose income comes in waves. No hot tips. No market-beating promises. You run the cadence, your CPA handles filings, and I coordinate the two.
If your income comes in waves, your money needs lanes. I build the lanes.