How Ready Is Your Plan?

What the Check Covers

Each track asks ten questions across four areas, so your results show exactly where the work is.

• Building wealth: purpose and plan, tax-smart saving, equity and concentration, and protection and estate.
• Preparing to sell a business: value and transferability, deal and tax structure, personal readiness, and family and estate.
• Approaching or in retirement: your spending plan, income and taxes, healthcare and long-term care, and legacy and giving.

Who This Is For

We built this for households facing the decisions where getting the plan right matters most: building wealth on a high income, selling a business, or turning savings into retirement income. Our primary job is to help you articulate what is important to you in life and help you use your money for this efficiently and effectively. The check is one way to start that conversation, alongside our framework for defining what your money is for and a closer look at whether we’re the right fit.

Common Questions

Do I need to share any personal information?

No. Your results appear on screen right away.

What do I do with the results?

Use them as a starting point. Each gap links to an in-depth article on that exact topic, and our free guides go deeper. If you’d like to talk them through, that option is open, but the value is in the clarity, not the conversation.

Can I take more than one track?

Yes. Many owners are selling a business and planning retirement at the same time. Your results link to the other tracks.

Is this a replacement for working with a financial planner?

No. The check is a structured way to take stock. Real planning happens in a relationship, over time, with someone who knows your full situation.