Focused 3-Month Audit to Optimize Your Financial Life
- Get your entire financial life reviewed
- Find the biggest gaps
- Get the most important work done in 90 days
Areas of focus
- Map your accounts, custodians, software, providers, and how you track everything.
- Identify potential improvements in your setup.
- Help you find the right professionals and coordinate agreed changes where needed.
How it works
Agree on the scope
Agree on the scope and fee, and sign an engagement letter.
Build your strategy
Start with estate planning, insurance, and time-sensitive tax decisions. Then work through investments, cash flow, and broader tax planning.
Implement & support
Work through agreed changes together, coordinate with providers, and set clear next steps for anything remaining.
Gaps to fix
- Feeling unsure about where you stand
- Feeling overwhelmed by financial decisions
- Missing or outdated estate plans
- Estate documents that haven’t been put into practice
- Professionals, providers, or software that no longer fit
- No plan for a business sale
- Investments misaligned with your goals
- Concentrated stock without a strategy
- Investments held in the wrong account types
- Insurance coverage gaps
- Underused retirement plans, Roth accounts, or HSAs
- Unoptimized business structure or owner pay
- No clear system for tax reserves and cash needs
In 90 days
Know where you stand
Know where you stand and which gaps and opportunities matter most.
Know what to prioritize
A written plan with clear priorities and next steps aligned with your goals.
Get priority work done
Help getting priority changes in place, with support from the right professionals.
One fee. 90 days.
No long-term commitment.
Core
Annual income up to $500K
and net worth under $1M.
Complex
For $1M+ incomes, significant wealth, or major transitions.
UHNW
Custom pricing for substantial estates and advanced wealth-transfer planning.
Payment schedule
50% of your fee is due upfront
50% is due at the end of the sprint