One advisor.One network behind them.
When your plan calls for a specialist, your advisor brings in the network first: holistic, less expensive and faster than shopping vendors one by one. An outside provider is always your choice.
The play matchesthe score.
Every area of your reading gets a play by its level. The network does the specialist part; your advisor keeps it on your plan.
A priority hit list and a set-fee setup with the network's specialist, inside your first 90 days.
A written roadmap, installed with your advisor, with the specialist brought in where the work needs one.
A review in six months, with an optional light retainer to keep it strong.
Every area ofthe reading.
The network covers each of the 15 areas, so the plan never stalls waiting for the right person.
Specialists whowork to the plan.
Accountants, attorneys, lenders, recruiters, technologists and marketers who serve owners under $2M. Work arrives scoped by the owner's reading, with a certified advisor keeping it on track.
- Owners arrive with a clear scope and a priority list.
- Set-fee setups for the urgent work, roadmaps for the rest.
- One advisor coordinating, not five vendors guessing.
Start witha reading.
Request an advisor and we'll match you by referral. Your first meeting covers you, the plan and the money, in English or Spanish.