Your Wealth.
One Blueprint.
Built to Last.
We design and coordinate comprehensive wealth strategies that align tax planning, cash flow, and long-term financial outcomes.
Our Philosophy
Wealth isn't built in silos. Every decision from how you earn, invest, and grow to how you protect and transfer wealth should be intentional, tax-aware, and strategically connected.
What We Do
Three Pillars of Strategy
Wealth Blueprint & Tax Strategy
We design the strategic blueprint that governs your financial decisions. Tax planning is the foundation not an afterthought.
Learn more 02CFO Advisory & Business Strategy
CFO-level advisory that connects business performance with personal wealth strategy. Delivered through Daleyn Accountancy.
Learn more 03Financial Design & Wealth Implementation
Execution that follows the blueprint. Investment, insurance, retirement, and estate coordination through our partners.
Learn moreOur Team
Three Partners.
One Unified Strategy.
Christopher, Nordia, and Sue chose to build together bringing tax, business insight, and financial design into one coordinated blueprint. Because in a complex world, collaboration isn't optional. It's the advantage.
Meet the TeamChristopher Holt
Nordia Daleyn
Sue Stevenson
Ready to Build Your Blueprint?
Take the first step toward a coordinated wealth strategy. Schedule a consultation to discuss your goals.
Book a Consultation