Work With Joshua
Start with a conversation
Every engagement begins the same way: with listening. Understanding your situation, your goals, and what financial clarity would actually mean for your life.
Services
How Joshua can help
Primary Pathway
Wealth Management
Comprehensive, ongoing financial guidance through Integrate Wealth Management. Joshua works with individuals, families, entrepreneurs, and executives navigating complex financial situations — business exits, inheritance, executive compensation, retirement transitions, and more.
Engagements begin with a conversation about your situation, not a product presentation.
Request a ConsultationSpeaking
Joshua brings his framework for financial clarity to corporate events, conferences, and private family gatherings. Engagements are tailored to audiences navigating wealth decisions, business exits, and life transitions.
Explore SpeakingFamily Advisory Sessions
Facilitated conversations designed to help families align on values, expectations, and intentions around multigenerational wealth — before the decisions become urgent.
Express InterestExecutive Education
Structured workshops for executives, founders, and leadership teams on navigating equity events, compensation complexity, and the financial transitions that accompany professional success.
Express InterestFor Financial Advisors
Advisor Training & Mentorship
Joshua trains and mentors financial advisors who want to build a practice around complex, high-net-worth planning — executive compensation, business exits, inheritance, charitable giving, and multigenerational wealth.
Rather than learning by trial and error, you work through the frameworks, conversations, and client processes Joshua has refined across 27 years and a Forbes Best-in-State team.
Explore Advisor TrainingThe Process
What to expect
Working with Joshua is a thoughtful, unhurried process built around your situation — not a template.
01
A Conversation, Not a Pitch
The first meeting is about understanding your situation — your goals, your concerns, the complexity you're navigating. There's no pressure, no scripted presentation.
02
Clarity Before Strategy
Before any financial planning begins, Joshua helps you get clear on what your wealth is actually for. The strategy follows the clarity — not the other way around.
03
A Plan Built Around You
Joshua helps develop a comprehensive wealth strategy that reflects your values, your goals, and the complexity of your situation.
04
An Ongoing Relationship
Complex financial situations evolve. Joshua works with clients through transitions and changing circumstances — not just at the beginning, but throughout.
For Families
Family Advisory Sessions
Facilitated conversations that help families align on values, expectations, and intentions around multigenerational wealth — before the decisions become urgent.
Get the whole picture on one page
Using the Clarity Snapshot™ approach from the book, the family sees income, financial position, assets, and protection planning together — so conversations start from facts instead of assumptions.
Name what the wealth is for
Before strategy comes purpose. Sessions surface what each generation actually values, so giving, inheritance, and stewardship decisions reflect the family’s intent.
Avoid the two ditches
Senseless accumulation on one side, frivolous consumption on the other. Families leave with language for the Radical Middle and a shared standard for decisions.
Prepare the next generation
Heirs learn how the plan works, who the advisors are, and what is expected of them — long before a transition forces the conversation.
Express interest in a family session
Share a little about your family’s situation and what you’d like the conversation to accomplish. Joshua or his team will follow up to talk through fit and timing.
- Single half-day family session
- Multi-session series across a year
- Pre-liquidity or pre-inheritance planning session
For Companies & Leadership Teams
Executive Education
Structured workshops for executives, founders, and leadership teams on equity events, compensation complexity, and the financial transitions that follow professional success.
Equity compensation, decoded
RSUs, ISOs, NSOs, deferred comp, and concentration risk — what each one actually costs in taxes and exposure, and the decisions that matter most before a vest or exercise window.
Liquidity events without regret
A framework for the months before and after a sale or IPO, when once-in-a-lifetime decisions get made under time pressure.
The Confidence Builder™
Why plans stall on the shelf, and how giving every action item a name and a date closes the implementation gap for busy executives.
Building the right team
How leaders evaluate advisors, coordinate tax and legal counsel, and act as the CEO of “Company You.”
Express interest in executive education
Tell us about your team, timing, and the equity or compensation questions they’re facing. We’ll follow up with formats and next steps.
- 60- to 90-minute lunch-and-learn
- Half-day leadership workshop
- Recurring series for a leadership cohort
- Virtual sessions for distributed teams
Speaking
Invite Joshua to speak
Keynotes and workshops drawn from “You're Rich. Now What?” for conferences, corporate events, business owner groups, and private family gatherings — with signature talks, formats, and availability on the speaking page.
Explore Speaking