From Intake to Plan — In 3 Days
We’ve simplified the process to make it clear and low-stress. You don’t need to block off a weekend or meet with a consultant — just complete the intake form, and we’ll take it from there.
Step-by-Step
1. Intake Form
Fill out our online questionnaire. It’s structured to match the sections of the report and typically takes around 60 minutes depending on your situation.
2. Analysis + Drafting
Your answers feed into a structured AI prompt that builds the initial version of your report. This process is confidential and secure.
3. Human Review
Every report is personally reviewed for completeness, tone, and clarity. If we see a red flag or major gap, we’ll flag it — not just push it through.
4. Delivery Within 72 Hours
You receive a polished, editable report you can act on immediately. PDF or Word format — your choice.
What You Won’t Get
Cookie-cutter advice
Industry jargon
This is a planning tool designed for smart households, not a disguised sales funnel.