The Investor Package
You’ve built some wealth — now the risk is retention, concentration, taxes, and drift. Portfolio balancing, equity comp, tax-efficient accumulation, and estate foundations, analyzed together on your numbers.
Billed quarterly in advance · Cancel anytime from your dashboard
About $248/month, billed $745 / quarter · Every analysis included, as often as you need it
13 services available today — services marked “coming soon” join your plan at no extra cost.
Looks inside your funds at what they actually hold — overlap, fees, which account each holding belongs in, and what the gap costs you.
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.
Multi-scenario projection of your tax liability with "what-if" modeling for upcoming financial decisions.
Comprehensive crypto transaction analysis with realized gain/loss math and reporting-ready figures.
Vesting schedule modeling with concentration metrics and multi-lot tax-impact scenarios.
10-year cash flow model with cap rate, cash-on-cash return, and financing scenario comparisons.
Every option for a rental you own — keep, refinance, cash out, a second loan, pay down or sell — on your own numbers, side by side.
Multi-decade withdrawal sequencing with tax-efficient distribution and Monte Carlo longevity analysis.
An account-by-account audit of who actually receives what you own — and what the court process, taxes and paperwork gaps would cost your family.
Calculates whether you're over- or under-covered across life, disability, umbrella, and property insurance — needs-gap only, no carrier or product naming.
A month-by-month cash flow plan: reserves dated first, then a contribution waterfall priced in after-tax terms on your real accounts and limits.
Side-by-side payoff comparison of avalanche, snowball, and hybrid approaches tailored to your debt schedule.
Tax benefit calculation, plan comparison across states, contribution optimization, and financial aid impact.
Upload your tax documents and get an interactive federal tax model — instantly. Adjust any lever and see your estimated tax liability update in real time.
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.
Should your business be an S-corp? Entity choice and reasonable-compensation math, run on your actual numbers.
Which retirement plan actually leaves you the most — after what it costs you to cover your staff and to run it.
How many options you can exercise this year without a surprise tax bill, and how much your employer is under-withholding on your vesting shares.
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.
$745 / quarter
Billed quarterly in advance · Cancel anytime from your dashboard
Subscription terms