A structured, repeatable process for coordinating tax, legal, wealth, and risk planning — built around you, and built to work with the CPA and attorney you already trust.
Most high-net-worth individuals and business owners don’t lack advice. They lack coordination.
Your CPA recommends a new entity structure. Your attorney suggests updating your estate plan. Your wealth manager proposes a portfolio change. Your insurance professional flags a coverage gap. All good advice — delivered separately, on separate timelines, by people who rarely talk to each other.
Who connects it? Who tracks what’s been decided and what’s still open? Who makes sure your CPA and attorney are working from the same plan?
Your CPA and attorney are part of the process…
Review your full financial picture to identify risks, inefficiencies, and opportunities.
Your role: Complete the diagnostic, share documents and goals.
CPA/Attorney’s role: Share relevant history on request.
Our role: Lead the diagnostic, prioritize what matters most.
Formalize scope and priorities so everyone understands their role before moving forward.
Your role: Review and confirm priorities.
CPA/Attorney’s role: Weigh in on relevant priorities.
Our role: Document scope, keep everyone aligned.
Determine whether your situation calls for expertise beyond your current team.
Your role: Approve specialist involvement.
CPA/Attorney’s role: Flag areas where outside expertise helps.
Our role: Identify and coordinate the right specialists.
Focused analysis — entity modeling, tax projections — when complexity requires it.
Your role: Provide additional information as needed.
CPA/Attorney’s role: Review relevant findings.
Our role: Run the analysis, validate the direction.
Present coordinated strategy options and walk through tradeoffs — with your CPA or attorney in the room where it matters.
Your role: Evaluate options, ask questions.
CPA/Attorney’s role: Weigh in on relevant strategies.
Our role: Present clearly, model outcomes.
Before anything moves, you see the full execution plan — timelines, responsibilities, and costs.
Your role: Review, ask questions, give final approval.
CPA/Attorney’s role: Confirm the plan works from their side.
Our role: Ensure nothing proceeds without full sign-off.
We coordinate execution across your entire advisory team and track it through completion.
Your role: Approve documents as requested.
CPA/Attorney’s role: Execute pieces within their scope.
Our role: Coordinate, track deadlines, follow through.
MAP doesn’t stop once a strategy is executed. We revisit your plan throughout the year, track what’s still open, and reassess as your situation changes.
✓ Ongoing check-ins throughout the year
✓ Annual diagnostic and priority review
✓ Continued coordination with your CPA and attorney
Ed Kollada — CPA, CFP®, and former investment banker — leads every MAP engagement personally, backed by a named Advanced Planning Team. When a case calls for deeper specialization, Ed brings in the right people from a broader national network — but the relationship, and the accountability, stays with Ed.
Jack Walsh has a singular, straightforward mission: to provide tailored, comprehensive, private wealth management guidance and offer holistic family financial planning. This approach establishes a truly close relationship with his clients and their families based on earned trust.
With over thirty-five years of industry experience, Jack worked at the Chicago Mercantile Exchange specializing in interest rate futures. Market experience has Jack well placed to service clients’ needs in the wealth management arena. Jack leverages his experience and higher-level understanding of financial markets into a tool, seeking to guide clients on the journey to success.
Jack joined FourStar to be the chief Financial Advisor Consultant of the firm’s practice, working closely with founder Brian Kasal to service the clients of the firm.
A native of Chicago, Jack earned a Bachelor of Science degree in Business Administration and Finance from John Carroll University and is a proud dad of three young adults. Besides spending time with his family and friends, Jack enjoys college football on crisp fall days, riding bikes, and playing a round of golf.
Securities offered through Realta Equities, Inc., member FINRA / SIPC. Investment advice offered through FourStar Wealth Advisors, LLC, a registered investment adviser and separate entity from Realta Equities, Inc. B/D, Realta, is requesting that we add these disclosures.