{"id":5146,"date":"2026-04-04T19:48:24","date_gmt":"2026-04-04T19:48:24","guid":{"rendered":"https:\/\/marathonprivatewealth.ca\/dir\/?page_id=5146"},"modified":"2026-04-16T17:45:35","modified_gmt":"2026-04-16T17:45:35","slug":"dlr","status":"publish","type":"page","link":"https:\/\/marathonprivatewealth.ca\/dir\/dlr\/","title":{"rendered":"Dealers"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"5146\" class=\"elementor elementor-5146\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2a71868 e-flex e-con-boxed e-con e-parent\" data-id=\"2a71868\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-9ff1da4 e-con-full e-flex e-con e-child\" data-id=\"9ff1da4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-60e381a animated-fast elementor-widget__width-initial elementor-invisible elementor-widget elementor-widget-image\" data-id=\"60e381a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"#\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"300\" height=\"141\" src=\"https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MPW-Words-300x141.png\" class=\"attachment-medium size-medium wp-image-2692\" alt=\"\" srcset=\"https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MPW-Words-300x141.png 300w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MPW-Words-768x360.png 768w, https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2024\/10\/MPW-Words.png 841w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0a208b5 e-con-full e-flex e-con e-child\" data-id=\"0a208b5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-f7680f1 e-con-full e-flex e-con e-child\" data-id=\"f7680f1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-d3ee2c4 e-con-full e-flex e-con e-child\" data-id=\"d3ee2c4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bc66fcb mgmnav-menu-align-flex-start elementor-widget elementor-widget-mgnav_menu_widget\" data-id=\"bc66fcb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mgnav_menu_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        <div class=\"mgnav-menu no-load mgnav-menu-one mgnav-menu-wpnav hide-topline hide-bottomline\">\r\n                            <div class=\"mgnav-menu-head\">\r\n                                            <h3 class=\"mgnav-menu-title\">\r\n                            Menu                        <\/h3>\r\n                                            <button class=\"mgnav-menu-toggle\">\r\n                            <span class=\"mgmnav-open\"><i aria-hidden=\"true\" class=\"fas fa-bars\"><\/i><\/span>\r\n                            <span class=\"mgmnav-close\">\r\n                                <svg viewBox=\"0 0 32 32\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\r\n                                    <path d=\"M18.83,16l8.59-8.59a2,2,0,0,0-2.83-2.83L16,13.17,7.41,4.59A2,2,0,0,0,4.59,7.41L13.17,16,4.59,24.59a2,2,0,1,0,2.83,2.83L16,18.83l8.59,8.59a2,2,0,0,0,2.83-2.83Z\" \/>\r\n                                <\/svg>\r\n                            <\/span><\/button>\r\n                                    <\/div>\r\n                        <ul id=\"menu-bc66fcb\" class=\"mgnav-menu-list\"><li id=\"nav-menu-item-4154\" class=\"main-menu-item  menu-item-even menu-item-depth-0 menu-item menu-item-type-post_type menu-item-object-page menu-item-home menu-item-has-children\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/\" class=\"menu-link main-menu-link\"><span class=\"mgnav-menu-text\">Who we Serve<\/span><\/a>\n<ul class=\"sub-menu menu-odd  menu-depth-1\">\n\t<li id=\"nav-menu-item-5437\" class=\"sub-menu-item  menu-item-odd menu-item-depth-1 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/dlr\/\" class=\"menu-link sub-menu-link\"><span class=\"mgnav-menu-text\">Dealers<\/span><\/a><\/li>\n\t<li id=\"nav-menu-item-4501\" class=\"sub-menu-item  menu-item-odd menu-item-depth-1 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/est\/\" class=\"menu-link sub-menu-link\"><span class=\"mgnav-menu-text\">Established Families<\/span><\/a><\/li>\n\t<li id=\"nav-menu-item-4499\" class=\"sub-menu-item  menu-item-odd menu-item-depth-1 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/clients\/\" class=\"menu-link sub-menu-link\"><span class=\"mgnav-menu-text\">Clients<\/span><\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"nav-menu-item-4208\" class=\"main-menu-item  menu-item-even menu-item-depth-0 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/services\/\" class=\"menu-link main-menu-link\"><span class=\"mgnav-menu-text\">What We Do<\/span><\/a><\/li>\n<li id=\"nav-menu-item-4125\" class=\"main-menu-item  menu-item-even menu-item-depth-0 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/invest\/\" class=\"menu-link main-menu-link\"><span class=\"mgnav-menu-text\">Invest<\/span><\/a><\/li>\n<li id=\"nav-menu-item-4293\" class=\"main-menu-item  menu-item-even menu-item-depth-0 menu-item menu-item-type-post_type menu-item-object-page\"><a href=\"https:\/\/marathonprivatewealth.ca\/dir\/tom\/\" class=\"menu-link main-menu-link\"><span class=\"mgnav-menu-text\">Meet Tom<\/span><\/a><\/li>\n<\/ul>        <\/div>\r\n    \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1b76d2d e-con-full e-flex e-con e-parent\" data-id=\"1b76d2d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c9942b8 elementor-widget elementor-widget-flex-hero\" data-id=\"c9942b8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;image_shape&quot;:&quot;rounded&quot;,&quot;box_shape&quot;:&quot;rounded&quot;,&quot;layout_preset&quot;:&quot;showcase&quot;,&quot;layout_column_structure&quot;:&quot;50-50&quot;,&quot;layout_image_position&quot;:&quot;end&quot;,&quot;primary_button_shape&quot;:&quot;default&quot;}\" data-widget_type=\"flex-hero.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"has-shape-rounded shape-type-box has-column-structure-50-50  ehp-flex-hero has-layout-preset-showcase has-image-stretch has-image-position-end\">\n\t\t\t\t\t\t<div class=\"ehp-flex-hero__overlay\"><\/div>\n\t\t\t<div class=\"ehp-flex-hero__content-container\">\n\t\t\t\t<div class=\"ehp-flex-hero__intro\">Dealer Advisory<h1 style=\"color: #063257;font-size: 18px;font-family: inherit;font-weight: normal;line-height: inherit;margin-top: 0;padding-top: 0\">Financial Advisor for Automotive Dealers<\/h1><\/div><div class=\"ehp-flex-hero__heading\"><h2 style=\"color: #ffffff\">Thinking About Your<br>Last Up?<\/div><div class=\"ehp-flex-hero__subheading\"><p style=\"font-size: 19px;color: #ffffff;padding-top: 10px;margin: 0\">You\u2019ve built something meaningful.<br>\nLet\u2019s bring clarity to what comes next.<\/p><br><p style=\"font-size:16px;color: white;margin-top 10\">We help dealer principals make clear, connected decisions as they step away from ownership and into what\u2019s next.<p><\/div>\t\t\t<div class=\"ehp-flex-hero__ctas-container\">\n\t\t\t\t\t\t<a class=\"has-shape-default shape-type-button ehp-button ehp-button--primary ehp-flex-hero__button ehp-flex-hero__button--primary is-type-button has-border\" href=\"https:\/\/go.oncehub.com\/GettoknowUs\">\n\t\t\t\t\t<span class=\"ehp-button__text ehp-flex-hero__button-text ehp-flex-hero__button-text--primary\">\n\t\t\tStart with a Conversation\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"ehp-flex-hero__image-wrapper\">\n\t\t\t\t\t<div class=\"ehp-image ehp-flex-hero__image-container\">\n\t\t\t\t<img decoding=\"async\" class=\"ehp-image__img ehp-flex-hero__img has-shape-rounded shape-type-image\" src=\"https:\/\/marathonprivatewealth.ca\/dir\/wp-content\/uploads\/2026\/03\/Contemplative-moment-in-the-showroom.png\" title=\"Contemplative moment in the showroom\" alt=\"Contemplative moment in the showroom\" loading=\"lazy\" \/>\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3f472ed e-flex e-con-boxed e-con e-parent\" data-id=\"3f472ed\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2b6e0ef elementor-widget elementor-widget-spacer\" data-id=\"2b6e0ef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8c0b055 e-flex e-con-boxed e-con e-parent\" data-id=\"8c0b055\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-9ca5ed5 e-con-full e-flex e-con e-child\" data-id=\"9ca5ed5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-175e51b elementor-widget elementor-widget-mghad_widget\" data-id=\"175e51b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">Clarity<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">for What Comes Next<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-12214c6 e-con-full e-flex e-con e-child\" data-id=\"12214c6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-950e2c7 elementor-widget elementor-widget-text-editor\" data-id=\"950e2c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>You\u2019ve built something meaningful.<\/p><p>Now you\u2019re thinking about life beyond the dealership.<\/p><p>If it\u2019s meant to last beyond the dealership, it needs clarity.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bd598b7 e-flex e-con-boxed e-con e-parent\" data-id=\"bd598b7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-44fb23b elementor-widget elementor-widget-spacer\" data-id=\"44fb23b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1f4d521 e-flex e-con-boxed e-con e-parent\" data-id=\"1f4d521\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-08dd326 e-con-full e-flex e-con e-child\" data-id=\"08dd326\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3049f5c elementor-widget elementor-widget-mghad_widget\" data-id=\"3049f5c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">After Your Last Up<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">The Decisions Change<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-819d032 e-con-full e-flex e-con e-child\" data-id=\"819d032\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-b8ff854 e-con-full e-flex e-con e-child\" data-id=\"b8ff854\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-430c436 elementor-widget elementor-widget-text-editor\" data-id=\"430c436\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Stepping away from the dealership changes more than ownership.<br \/>It changes how decisions are made.<\/p><p>Income becomes assets.<br \/>Familiar structure starts to fade.<\/p><p>Without a clear plan, many dealers find themselves:<\/p><ul><li>Unsure what\u2019s truly sustainable<\/li><li>Rethinking how much to spend, keep, or grow<\/li><li>Facing decisions that feel more personal than before<\/li><li>Navigating changing family dynamics<\/li><\/ul><p>Over time, that lack of coordination can lead to missed opportunities, unnecessary taxes, and decisions that don\u2019t fully align.<\/p><p>Left unchecked, it can quietly erode wealth.<\/p><p>You\u2019ve worked too hard to leave what comes next to chance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d3ddc37 e-flex e-con-boxed e-con e-parent\" data-id=\"d3ddc37\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-84dea22 elementor-widget elementor-widget-spacer\" data-id=\"84dea22\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-64a9833 e-flex e-con-boxed e-con e-parent\" data-id=\"64a9833\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-9110823 e-con-full e-flex e-con e-child\" data-id=\"9110823\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-374bc23 elementor-widget elementor-widget-mghad_widget\" data-id=\"374bc23\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">Clear Perspective<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">Everything working Together<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-db8606b e-con-full e-flex e-con e-child\" data-id=\"db8606b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-497037b elementor-widget elementor-widget-text-editor\" data-id=\"497037b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"1714\" data-end=\"1873\">We work with dealer principals approaching or going through their last up.<\/p><p data-start=\"1714\" data-end=\"1873\">We understand how dealership ownership shapes decisions, habits, and priorities.<\/p><p data-start=\"1875\" data-end=\"2051\">We help you turn business success into a clear personal plan \u2014 coordinating across your investments, taxes, estate planning, and family priorities so everything works together.<\/p><p>We work alongside your existing professionals to help turn business success into a clear personal strategy.<\/p><p>Our role is simple &#8211; We help you make clear decisions so you can move forward with confidence.<\/p><p>That shows up in areas like:<\/p><ul><li>Making smart tax decisions across your full financial picture<\/li><li>Keeping investments aligned with your new life<\/li><li>Planning how wealth moves into your personal life<\/li><li>Adjusting to life beyond the dealership<\/li><\/ul><p>The goal is one clear personal strategy, not scattered advice.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-120c5cb e-flex e-con-boxed e-con e-parent\" data-id=\"120c5cb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9658685 elementor-widget elementor-widget-spacer\" data-id=\"9658685\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1485011 e-flex e-con-boxed e-con e-parent\" data-id=\"1485011\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e2f9449 e-con-full e-flex e-con e-child\" data-id=\"e2f9449\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1b9fb71 elementor-widget elementor-widget-mghad_widget\" data-id=\"1b9fb71\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">Clarity<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">That Builds Confidenc<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5495250 e-con-full e-flex e-con e-child\" data-id=\"5495250\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-262adca elementor-widget elementor-widget-text-editor\" data-id=\"262adca\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Confidence doesn\u2019t come from one big decision.<\/p><p>It comes from knowing your life and your wealth are working together the way they should.<\/p><p>For the dealers we work with, that often looks like:<\/p><ul><li>Confidence that their wealth supports the life they want to live<\/li><li>A clear way to make steady, thoughtful decisions<\/li><li>Fewer surprises and less second-guessing<\/li><li>Alignment across priorities, family, and finances<\/li><li>Less noise. More focus<\/li><\/ul><p>That\u2019s what clarity creates.<br \/>And it\u2019s what allows decisions to stay steady over time.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-adcc252 e-flex e-con-boxed e-con e-parent\" data-id=\"adcc252\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-83e9c5c elementor-widget elementor-widget-spacer\" data-id=\"83e9c5c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-87dc311 e-flex e-con-boxed e-con e-parent\" data-id=\"87dc311\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-cc08496 e-con-full e-flex e-con e-child\" data-id=\"cc08496\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0d2bdb6 elementor-widget elementor-widget-mghad_widget\" data-id=\"0d2bdb6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">A Clear Path Forward<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">Thoughtful. Measured. Personal.<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6aa6a42 e-con-full e-flex e-con e-child\" data-id=\"6aa6a42\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0539178 elementor-widget elementor-widget-text-editor\" data-id=\"0539178\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We help bring clarity to life after the dealership \u2014 without rushing decisions.<\/p><p>This isn\u2019t one big decision.<br \/>It\u2019s a series of thoughtful steps.<\/p><p>Here\u2019s how we work together:<\/p><ol><li><strong> Start with a Candid Conversation<\/strong><br \/>A simple 15-minute conversation to understand where you are, what matters most, and where you want to go.<\/li><li><strong> Get Clear on What Matters Most<\/strong><br \/>We help you define your priorities, values, and family considerations.<\/li><li><strong> Build Your Personal Floor Plan<\/strong><br \/>A clear framework that connects how you live, invest, plan for taxes, and steward your wealth.<\/li><li><strong> Ongoing Guidance<\/strong><br \/>Decisions don\u2019t stop after a plan is in place.<br \/>We help you stay aligned as life, family, and priorities evolve.<\/li><\/ol><p>Through each step, our role is simple.<br \/>Bring clarity and direction so you can move forward with confidence<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a481847 e-flex e-con-boxed e-con e-parent\" data-id=\"a481847\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1294be7 elementor-widget elementor-widget-spacer\" data-id=\"1294be7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c313962 e-flex e-con-boxed e-con e-parent\" data-id=\"c313962\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-708e213 e-con-full e-flex e-con e-child\" data-id=\"708e213\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-869acec elementor-widget elementor-widget-mghad_widget\" data-id=\"869acec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">Confidence Today<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">Is Only Part of the Equation<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-06d2262 e-con-full e-flex e-con e-child\" data-id=\"06d2262\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f76fcd1 elementor-widget elementor-widget-text-editor\" data-id=\"f76fcd1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Feeling confident now is important.<br \/>But this transition isn\u2019t a one-time event.<\/p><p>It requires a way to keep decisions aligned as life evolves beyond the dealership.<\/p><p>That\u2019s why we developed the Personal Floor Plan\u2122.<br \/>A clear way to bring structure and direction to what comes next.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f3ae7e2 e-flex e-con-boxed e-con e-parent\" data-id=\"f3ae7e2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-376ab80 elementor-widget elementor-widget-spacer\" data-id=\"376ab80\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0035cf5 e-flex e-con-boxed e-con e-parent\" data-id=\"0035cf5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d97b520 e-con-full e-flex e-con e-child\" data-id=\"d97b520\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d8a07c6 elementor-widget elementor-widget-mghad_widget\" data-id=\"d8a07c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"mghad_widget.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<h3>\n\t\t\t\t<span class=\"mgheading_one\">The Personal Floor Plan\u2122<br><\/span>\n\t\t\t\t<span class=\"mgheading_two\">Clarity for what\u2019s next<\/span>\n\n\t\t\t<\/h3>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fdd0324 e-con-full e-flex e-con e-child\" data-id=\"fdd0324\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9b2120c elementor-widget elementor-widget-text-editor\" data-id=\"9b2120c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>You understand floor plans.<br \/>They bring structure and discipline to how a dealership operates.<\/p><p>A Personal Floor Plan\u2122 applies that same thinking to your wealth.<\/p><p>Without structure, even thoughtful decisions can drift over time, leading to missed opportunities, unnecessary taxes, and gradual erosion of wealth.<\/p><p>Our approach brings everything into one place:<\/p><p><strong>Get Clear on What Matters Most<\/strong><br \/>Your priorities, values, and what this next chapter should look like.<\/p><p><strong>Align Every Key Decision<\/strong><br \/>Investments, taxes, income, estate planning, charitable giving, and legacy planning, all working together.<\/p><p><strong>Stay Coordinated Over Time<\/strong><br \/>Ongoing guidance to help you adjust as life, family, and priorities evolve.<\/p><p>It\u2019s not a product or a one-time event.<\/p><p>It\u2019s a practical way to make thoughtful decisions as you move into what\u2019s next.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6f7a97d e-flex e-con-boxed e-con e-parent\" data-id=\"6f7a97d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8612a5c elementor-widget elementor-widget-spacer\" data-id=\"8612a5c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4567c97 e-flex e-con-boxed e-con e-parent\" data-id=\"4567c97\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-9dd6ff4 e-con-full e-flex e-con e-child\" data-id=\"9dd6ff4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-574824d elementor-widget elementor-widget-heading\" data-id=\"574824d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">A Clear Next Step<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-704c871 elementor-widget elementor-widget-heading\" data-id=\"704c871\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Start with a simple conversation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-422551a elementor-widget elementor-widget-text-editor\" data-id=\"422551a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>If your last up is behind you \u2014 or approaching \u2014 the next step is a candid 15-minute conversation.<\/p><p>We\u2019ll talk through what matters most and help you get clear on what comes next.<\/p><p>Then we can decide together if it makes sense to move forward.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-065e5cc elementor-align-center elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"065e5cc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/go.oncehub.com\/GettoknowUs\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"icon icon-phone\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Start a Conversation<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6e3407c e-flex e-con-boxed e-con e-parent\" data-id=\"6e3407c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-33676fd elementor-widget elementor-widget-spacer\" data-id=\"33676fd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-102bc81e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"102bc81e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-50b70b57 elementor-invisible\" data-id=\"50b70b57\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6deca481 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"6deca481\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><h2>Personal Foor Plan<br><h3 style=\"color: #e1a101\">Frequently Asked Questions <\/h3><\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3f2bebe7 elementor-widget elementor-widget-text-editor\" data-id=\"3f2bebe7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Clear answers to help you understand how we work and what to expect when working together.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-8440588\" data-id=\"8440588\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1afe7b3b elementor-invisible elementor-widget elementor-widget-eael-adv-accordion\" data-id=\"1afe7b3b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInRight&quot;}\" data-widget_type=\"eael-adv-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t            <div class=\"eael-adv-accordion\" id=\"eael-adv-accordion-1afe7b3b\" data-scroll-on-click=\"no\" data-scroll-speed=\"300\" data-accordion-id=\"1afe7b3b\" data-accordion-type=\"accordion\" data-toogle-speed=\"300\">\n            <div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"who-is-this-for\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"1\" aria-controls=\"elementor-tab-content-4521\"><h5 class=\"eael-accordion-tab-title\">Who is this for?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-plus\"><\/i><\/span><span class=\"eael-advanced-accordion-icon-opened\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-minus\"><\/i><\/span><\/div><div id=\"elementor-tab-content-4521\" class=\"eael-accordion-content clearfix\" data-tab=\"1\" aria-labelledby=\"who-is-this-for\"><p>The Personal Floor Plan is a good fit for dealer principals who are approaching or moving beyond their Last Up and want clarity around what comes next.<\/p><p>As your role shifts from business owner to managing your personal wealth, decisions become more connected. We help you take a structured, long-term approach so everything works together.<\/p><p>Our focus is ongoing guidance and coordination, so you can move forward with clarity and confidence<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"what-does-working-together\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"2\" aria-controls=\"elementor-tab-content-4522\"><h5 class=\"eael-accordion-tab-title\">What does working together?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-plus\"><\/i><\/span><span class=\"eael-advanced-accordion-icon-opened\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-minus\"><\/i><\/span><\/div><div id=\"elementor-tab-content-4522\" class=\"eael-accordion-content clearfix\" data-tab=\"2\" aria-labelledby=\"what-does-working-together\"><p>A clear plan for your personal wealth, before and after the transition.<\/p><p>We take a structured approach that brings your business transition, personal wealth, tax, and long-term planning decisions together.<\/p><p>So everything stays aligned as you move into your next chapter.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"how-is-this-different-from-a-traditional-wealth-manager\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"3\" aria-controls=\"elementor-tab-content-4523\"><h5 class=\"eael-accordion-tab-title\">How is this different from a traditional wealth manager?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-plus\"><\/i><\/span><span class=\"eael-advanced-accordion-icon-opened\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-minus\"><\/i><\/span><\/div><div id=\"elementor-tab-content-4523\" class=\"eael-accordion-content clearfix\" data-tab=\"3\" aria-labelledby=\"how-is-this-different-from-a-traditional-wealth-manager\"><p>Most advisors focus on portfolios.<\/p><p>We focus on how decisions connect, bringing together your business transition, personal wealth, tax strategy, and long-term planning into one coordinated approach.<\/p><p>So everything works together, not in isolation.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"will-our-plan-stay-the-same-over-time\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"4\" aria-controls=\"elementor-tab-content-4524\"><h5 class=\"eael-accordion-tab-title\">Will our plan stay the same over time?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-plus\"><\/i><\/span><span class=\"eael-advanced-accordion-icon-opened\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-minus\"><\/i><\/span><\/div><div id=\"elementor-tab-content-4524\" class=\"eael-accordion-content clearfix\" data-tab=\"4\" aria-labelledby=\"will-our-plan-stay-the-same-over-time\"><p>No.<\/p><p>Your life will change, and your plan should too.<\/p><p>We review and adjust your plan as your priorities shift, so it stays aligned with what comes next.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"how-often-do-we-meet\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"5\" aria-controls=\"elementor-tab-content-4525\"><h5 class=\"eael-accordion-tab-title\">How often do we meet?<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-plus\"><\/i><\/span><span class=\"eael-advanced-accordion-icon-opened\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-minus\"><\/i><\/span><\/div><div id=\"elementor-tab-content-4525\" class=\"eael-accordion-content clearfix\" data-tab=\"5\" aria-labelledby=\"how-often-do-we-meet\"><p>We meet annually for a full review, with a mid-year check-in and regular touchpoints throughout the year.<\/p><p>Especially when decisions, transition events or changes come up, we connect as needed.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"do-you-replace-my-accountant-or-lawyer\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"6\" aria-controls=\"elementor-tab-content-4526\"><h5 class=\"eael-accordion-tab-title\">Do you replace my accountant or lawyer<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-plus\"><\/i><\/span><span class=\"eael-advanced-accordion-icon-opened\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-minus\"><\/i><\/span><\/div><div id=\"elementor-tab-content-4526\" class=\"eael-accordion-content clearfix\" data-tab=\"6\" aria-labelledby=\"do-you-replace-my-accountant-or-lawyer\"><p>No.<\/p><p>We work alongside your existing advisors to keep everything aligned.<\/p><p>The goal is coordination, not replacement.<\/p><\/div>\n\t\t\t\t\t<\/div><div class=\"eael-accordion-list\">\n\t\t\t\t\t<div id=\"how-are-you-paid\" class=\"elementor-tab-title eael-accordion-header\" tabindex=\"0\" data-tab=\"7\" aria-controls=\"elementor-tab-content-4527\"><h5 class=\"eael-accordion-tab-title\">How are you paid<\/h5><span class=\"eael-advanced-accordion-icon-closed\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-plus\"><\/i><\/span><span class=\"eael-advanced-accordion-icon-opened\"><i aria-hidden=\"true\" class=\"fa-accordion-icon fas fa-minus\"><\/i><\/span><\/div><div id=\"elementor-tab-content-4527\" class=\"eael-accordion-content clearfix\" data-tab=\"7\" aria-labelledby=\"how-are-you-paid\"><p>We\u2019re upfront about fees and walk through everything early.<\/p><p>We\u2019re compensated through a transparent fee structure tied to ongoing advice and the assets we oversee.<\/p><p>This keeps the focus on long-term planning, not transactions or commissions.<\/p><\/div>\n\t\t\t\t\t<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-0689e4f e-flex e-con-boxed e-con e-parent\" data-id=\"0689e4f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3b708ca e-con-full e-flex e-con e-child\" data-id=\"3b708ca\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-89dc922 elementor-widget elementor-widget-heading\" data-id=\"89dc922\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Still have questions<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-37ce27c elementor-widget elementor-widget-heading\" data-id=\"37ce27c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Want a clear path forward?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8f1835f elementor-widget elementor-widget-spacer\" data-id=\"8f1835f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-41c9d4d elementor-widget elementor-widget-text-editor\" data-id=\"41c9d4d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We\u2019ll answer what\u2019s on your mind and help you move forward with clarity.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2f9862a elementor-align-center elementor-widget__width-initial elementor-widget elementor-widget-button\" data-id=\"2f9862a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/go.oncehub.com\/GettoknowUs\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-icon\">\n\t\t\t\t<i aria-hidden=\"true\" class=\"icon icon-phone\"><\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Start a Conversation<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e5193e6 e-flex e-con-boxed e-con e-parent\" data-id=\"e5193e6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0d7f1fe elementor-widget elementor-widget-spacer\" data-id=\"0d7f1fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b47c842 e-flex e-con-boxed e-con e-parent\" data-id=\"b47c842\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c726a5d elementor-widget elementor-widget-spacer\" data-id=\"c726a5d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Menu Who we Serve Dealers Established Families Clients What We Do Invest Meet Tom Dealer Advisory Financial Advisor for Automotive Dealers Thinking About YourLast Up? You\u2019ve built something meaningful. Let\u2019s bring clarity to what comes next. We help dealer principals make clear, connected decisions as they step away from ownership and into what\u2019s next. Start [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_eb_attr":"","footnotes":""},"folder":[],"class_list":["post-5146","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/pages\/5146","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/comments?post=5146"}],"version-history":[{"count":228,"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/pages\/5146\/revisions"}],"predecessor-version":[{"id":6067,"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/pages\/5146\/revisions\/6067"}],"wp:attachment":[{"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/media?parent=5146"}],"wp:term":[{"taxonomy":"folder","embeddable":true,"href":"https:\/\/marathonprivatewealth.ca\/dir\/wp-json\/wp\/v2\/folder?post=5146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}