The Investor Package
Entity structure, equity compensation, tax-efficient accumulation, estate foundations — for professionals and business owners in the years where efficiency compounds.
The $599 / 6 months subscription is coming soon — meanwhile, every live service below is available individually today. Join the waitlist — free account
4 of the 12 services in this package are available individually right now — pay once per analysis, keep the report. The rest launch with the subscription.
Complete review of all your investments with specific rebalancing recommendations and projected impact.
Multi-year modeling of whether converting traditional IRA/401(k) to Roth makes financial sense.
Structured second-opinion review of your filed tax return to surface potentially missed deductions and credits.
View serviceMulti-scenario projection of your tax liability with "what-if" modeling for upcoming financial decisions.
View serviceIdentifies gaps in your estate documents — wills, trusts, powers of attorney, beneficiary designations.
Calculates whether you're over- or under-covered across life, disability, umbrella, and property insurance — needs-gap only, no carrier or product naming.
View serviceDetailed spending breakdown with categorized line items and savings-rate calculation.
Enter a US home address and get a full investment underwrite — fair value, rental returns, the risks that matter, and a Pass / Watch / Pursue verdict.
View serviceShould your business be an S-corp? Entity choice and reasonable-compensation math, run on your actual numbers.
Solo 401(k), SEP, SIMPLE, or cash balance — which plan shelters the most of your income at your profit level.
RSU, ISO, and ESPP timing with AMT exposure and a diversification schedule for your concentrated position.
Asset location, QBI deduction preservation, and the moves that keep your effective rate down while you accumulate.
The wrong entity election, an unmanaged QBI phase-out, assets in the wrong accounts — each one costs you every single year. Finding them once pays annually.
Cash flow, risk coverage, concentrated positions, real estate — analyzed the way a CFO would look at them, on your actual numbers.
Beneficiary gaps and titling errors don’t wait for retirement. The foundations belong in the accumulation years, while they’re cheap to fix.
Planned subscription price
$599 / 6 months
Not ready for a plan? Try a single analysis first — pay per service, keep everything you buy.
Want the full plan when it launches? Join the waitlist — free account