Seven Tiers of Financial Confidence
70 questions. 7 generations of impact. Every tier starts with the same discovery process. What changes is how far we walk together.
For Individuals & Families
Tier 1: Financial Checkup
A focused financial snapshot. We ask the most critical 30 questions, give you a one-page Financial Snapshot showing where you stand, and tell you the three most important things to address.
First-time planners, young professionals, anyone curious
Book a Checkup →Tier 2: The Financial Physical
The full 70-question discovery. Your personalized Investment Policy Statement, Future Guide with affirmation statements built from your own words, worst-case playbook, insurance gap analysis, and a prioritized action plan.
Tier 3: Peace of Mind Plan
Your plan, managed and updated. Account setup at Altruist, quarterly rebalancing, insurance placement, annual IPS and Future Guide refresh, and ad-hoc access when life changes.
Start a Conversation →For Entrepreneurs & Business Owners
Tier 4: Business Owner Intensive
The 105-question deep dive covering both personal and business finances. IPS, Future Guide, business financial assessment, dollar-per-hour analysis, cash flow forecast, compensation optimization, and a 90-day action plan.
Tier 5: Fractional CFO
Your ongoing financial leadership. Monthly P&L and cash flow review, KPI dashboard, compensation optimization, quarterly business reviews, and direct access for every financial decision.
Book a Discovery Call →Tier 6: The Full Picture
One person coordinating everything — investments, insurance, tax strategy, estate, business finances. Your IPS and Future Guide are living documents. Quarterly comprehensive reviews. Real-time access.
Book a Discovery Call →The Inner Circle
Everything in The Full Picture, plus annual in-person retreats, full network activation, a curated peer roundtable, co-investment access alongside Good Deals, and personal legacy planning.
"I only produce four films at a time. Each one gets my full creative and strategic attention."
Inquire →Not sure which tier is right?
Take the 2-minute Financial Confidence Score quiz and we'll guide you.
Take the Quiz →