The 7-Day Series

A short email series on how a coordinated firm actually works.

Seven emails over two weeks. The same diagnostic we run on day one of an engagement, walked through one principle at a time.

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What's in the series

Seven emails. One principle each. The Business and Family tracks share the same structure with different content.

  • 1
    A Friday payroll question
    Why the gap between feeling and knowing matters in financial decisions.
  • 2
    The four numbers
    Revenue, gross profit, net profit, cash. Rolling 13 months.
  • 3
    The seven cash flow drivers
    A short diagnostic worksheet you can run on your own books.
  • 4
    Multi-year tax moves
    Five strategies that sit between annual filings.
  • 5
    Buy-sell or Future Guide
    Business track: the unfunded buy-sell. Family track: the document your family can read.
  • 6
    Coordination
    What changes when one team reads investments, taxes, insurance, and the business together.
  • 7
    The Foundation Review
    A summary of what the series covered, and an option to book a call.

Prefer a call?

Skip the series and book the Foundation Review directly.

Book Foundation Review