REAL PLANNING FOR REAL LIFE
The Maximize Life Method
A clear framework for high earners who want to keep more of what they earn, make confident decisions, and actually enjoy their money today…not just someday.
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Everything we do is organized around three simple ideas.
Today: Clarity & Confidence
Get a clear picture of where you stand and what your money is actually for.
Tomorrow: Control & Security
Active tax strategy, proactive investments, and protection for what you’ve built.
Forever: Alignment & Joy
A path to work-optional living, built around the life you actually want.
How We Work Together
There are two ways to get started. Many people begin with the Sprint.
Start Here: The 90-Day Sprint
$1,499 flat fee
A focused engagement built entirely around your specific situation. You’ll walk away with real deliverables and a clear picture of your finances, not just a sales pitch for ongoing services.
What You Get:
✔ 2 focused strategy sessions around your priorities
✔ Email access throughout the engagement
✔ Analysis and deliverables tailored to you
✔ A customized 90-day action plan
Examples of What Your Sprint Could Include:
✔ A tax projection to minimize surprises this year
✔ A cash flow plan built around your values and goals
✔ A retirement projection to see if work-optional is within reach
✔ An equity compensation review for your RSUs, ISOs, or ESPP
And if we're a great fit? Your first month of ongoing planning is on us.
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Stay Here: Ongoing Planning
Starting at $399/month
For clients who want a real partner in their corner, not just an annual check-in.
What You Get:
✔ Up to 4 strategy sessions per year
✔ Monthly email check-ins
✔ Written action plan after every session
✔ Integrated tax strategy
✔ Quarterly progress reports
✔ Discounted tax preparation
Most clients pay $399/month — if you also own a business or have substantial 1099 income, it's $599/month. Same service, just more complexity involved.
Investment management also available — and for many clients, it replaces the monthly planning fee entirely.
Planning fees may be tax deductible.
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Tax Preparation
Standalone tax prep is available for those not yet ready for full planning.
Additional schedules and complexity may affect pricing. Ongoing planning clients receive a discount on all tax preparation services. Contact me for a custom quote.
Ready to See If We’re a Good Fit?
No pitch, no pressure. Just a real 15-minute conversation to see if this is the right fit for you.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Galici Financial LLC is a tax advisory and preparation firm and licensed insurance agency which is separate from its role as an investment advisor representative of Portfolio Medics, LLC. Investment advisory services are offered through Portfolio Medics, LLC. Galici Financial LLC and Portfolio Medics, LLC are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial planning/investment advice, nor is it a substitute for financial planning/investment advice. Nothing in this message should be construed as financial planning/investment advice.