Blueprint first. Then we see it built.
On a major building project, two roles protect the owner’s vision: the architect who draws the plan, and the owner’s representative who manages the work until it’s done. We play both. We learn how you want to live and work, design the blueprint, then coordinate the licensed specialists who carry out each piece.
For every option, you see the economics, tradeoffs and constraints, ordered by economics only. We don’t recommend a specific strategy. Selection rests with you and your tax advisor, based on your own facts and circumstances.
Discover
We start with the life you want, then the numbers. A free Blueprint Session comes first. Then you complete the Blueprint Questionnaire and share recent returns: focused on tax, or covering the full picture, depending on the blueprint you choose.
Diligence and design
We source and vet activities and structures for economic substance, compliance risk, cost and liquidity, then lay the options out side by side.
Build and review
When you and your advisors choose a path, we run the project: sequencing the work, keeping every specialist on the same plan, and tracking each piece to completion. The plan is revisited on a regular cadence as taxes, businesses and families change.
Two blueprints. Start where you are.
Tax Blueprint. For owners and professionals who want to focus on this year and next. A side-by-side model of the tax planning options that may fit: estimated tax impact, out-of-pocket cost, cash-flow timing, holding periods, risks and constraints.
Dorado Blueprint. The full picture. Everything in the Tax Blueprint, plus a Gap Report across four more areas: business transition, estate and legacy, risk and insurance, and wealth. You’ll see where your plan is strong, where it’s exposed, and which specialist each gap belongs to.
Implementation Map. Included with both: who does what, in what order, by when, across your CPA, attorney and other specialists.
Blueprint Reviews. Progress tracked to completion, and the plan revisited as your facts change.
Many clients start with the Tax Blueprint and expand later. Nothing is wasted: the Tax Blueprint becomes the first chapter of the Dorado Blueprint.
A vetted network, one plan
We work with specialists across tax, legal, risk, business and wealth. Each piece of your plan is carried out by the appropriate licensed professional, working from the same blueprint.
Where we stop. Dorado Strategies designs and coordinates. Licensed professionals provide tax, legal, accounting, insurance and investment services where licensure applies. On estate planning, we clarify goals, model the economics and lead the project; your attorney gives the legal advice and drafts the documents. Insurance is placed through licensed agents, which may include Eric Restrepo individually (CA Insurance License #0H86214), who may receive commissions. Dorado Strategies does not sell insurance.
Investment management, investment policy statements and financial planning that involves securities are separate services. Eric and his team provide them through Lifeworks Advisors, a registered investment adviser. Dorado Strategies does not provide investment advice.
Engagement and fees
Every engagement starts with a free Blueprint Session. If we move forward, your blueprint begins with a planning retainer that covers discovery, analysis and education. Your fee is quoted in writing before any work begins.
Our guarantee. If you’re not satisfied with what we present, tell us and we’ll refund your retainer in full. This is a guarantee about the quality of our work, not any tax result.
You only pay for implementation if you implement. The balance is due when you confirm, after talking with your tax advisor, which options you’re moving forward with. If the right answer is to do nothing, the engagement ends there.
Fee transparency. Every way we’re paid, including any compensation from specialists we introduce, is disclosed to you in writing before you decide. You’re never obligated to use anyone we introduce.