Your intake begins with the Build Your BOSS Profile form at the top of this page — your name, email and phone, how you prefer to be contacted, your marital status and children, and your current and planned retirement ages. That's the starting point for everything that follows.
Welcome to Your Client Intake Portal
Congratulations on taking the first step toward your BOSS Takeover. This intake is how we get to know you: your business, your retirement goals, your protection needs, and the legacy you want to leave behind. Building the boss version of your life isn't a one-day event, and neither is this process — it starts with an honest look at where you stand today.
Once you submit your profile, our team follows up to go deeper into who you are and what you actually want, need, and fear financially. Our single objective is to help you address every one of those, to the fullest extent you'll let us. Here at The Boss Maker, our goal is always the same: make sure you are the boss of your own life.
Our Education-First Mission
We believe our first responsibility is to educate you, the client, so you can make wise, informed decisions that lead to prosperous outcomes. That's the whole philosophy behind The Boss Maker — clear strategy over guesswork, so you reach boss status in and over your life.
- Do more with the money you already spend
- Utilize tax minimization strategies
- Create tax-free liquidity
- Produce a legacy for your family
Cut the Tax You Don't Owe and Build Tax-Free Liquidity
Every intake profile you build here feeds directly into a strategy session focused on the same core promise: stop overpaying, put idle money to work, and start building sources of liquidity you won't get taxed on later. That's the outcome we're working toward before we ever discuss your specific service track.
Three Service Tracks, One Intake
- Personal Business — strategy for owners who want their business working for their personal financial goals, not the other way around.
- Small Business — deeper planning for teams and payroll, cash flow, and tax structure as you scale.
- Solopreneur — right-sized planning for owners running lean, built around flexibility and growth.
Try Our App to Manage It All
The Boss Maker app is where your intake profile, strategy notes, and progress live between sessions. Instead of chasing paperwork, you can check where things stand and stay engaged with your own plan whenever you want.
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What Clients Say About Working With Us
The intake process actually made me think about things I'd been avoiding — retirement age, what happens to the business if something happens to me. That alone was worth it.
We restructured how we were handling cash flow and found tax minimization strategies I didn't know existed. My accountant hadn't mentioned any of them.
Legacy planning felt overwhelming until we broke it into pieces during our sessions. Using the app to track where we are has kept us both accountable.
Fill Out Your BOSS Profile
First name, last name, email, and phone, plus your preferred contact method, marital status, number of children, current age, and planned retirement age — that's what we need to build your BOSS Profile and start the follow-up conversation.
We proudly serve business owners in communities nationwide.
Let's Build Your Profile
The Boss Maker is available nationwide at 7751 W 28th Ave #6, and Gary Booker's team is ready to review your intake once you submit it. Questions before you fill it out? Phone Coming Soon, or use our contact page.
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