The plan your client keeps is five pages, not a hundred.
Client presentation
The client gets the decision, not the binder — a clean, branded deck ordered the way you present, your logo, your colors, a server-rendered PDF. Built from 37 modular pages, each a single focused page. The full ledger stays queryable underneath for the advisor who has to defend it.
37 page types
single-page summaries
your branding
server-rendered PDF
Build a plan on the call
Bring a real client. We’ll build their plan on the call.
A live Zoom session where we build a working plan together. Bring a brokerage statement, a tax return, or a list of constraints — redact the names if you like; the plan builds the same. The data goes in fast and we plan in front of you.
