Start without talking to anyone
Find out where you stand before you call.
Nobody should have to book a meeting to find out whether they need one. Everything on this page tells you something useful on its own.
Where to start
The Advisor Scorecard.
Eight levels, from an advisor who only allocates your money to a fiduciary team coordinating every pillar of the plan. Place yours and see the gap.
Start the scorecard (opens a separate site in a new tab)You place your own advisor on an eight-level ladder and read the gap. The eight levels are also on the homepage, if you would rather look before you leave this site.
The guides
Four things that catch families at this stage.
Greg wrote a book on each. Each has its own site with the guide and a short assessment on it, so they are linked here rather than buried.
Written for one reader
Three that are not for everyone.
Same author, much narrower audience. If one of these describes you, it will be more use than any of the general guides.
Or skip straight to it
An assessment tells you there is a gap. It cannot tell you how big yours is.
A Clarity Map Session does that against your actual accounts, your actual tax exposure and your actual documents. Free, no obligation, and you keep the map either way.
30 minutes · No cost · No obligation