These tools are a small sample of what I build for advisory firms. If your operations could use this kind of thinking applied systematically — to your CRM, your workflows, your onboarding process, your entire tech stack — I'd love to talk.
Firm Management
Operational guides for the business behind the business — CRM setup, a self-assessment for your advisor tech stack, and a free calculator training tool for your paraplanners and CFP® candidates.
Checklist
CRM Setup Checklist
Step-by-step configuration guide for Redtail and Wealthbox — fields, tags, pipelines, and integrations for a small RIA.
Reference Guide
CRM Tag Library
A working reference of special service and planning-trigger tags for client segmentation — RMDs, QCDs, Medicare enrollment, catch-up contributions, and more — grouped by category with guidance on when to apply and revisit each one.
Checklist
CRM Audit-Preparedness Checklist
An 8-point test to run on your CRM before a state or SEC examiner asks — client communications, access logs, data retention, security, and more.
Guide
Tech Stack Audit Guide
A self-assessment to identify gaps, redundancies, and integration opportunities across your current advisor tech stack.
Self-Assessment
AI Governance Self-Audit
A plain-language walk-through of the AI-related risk areas examiners are actually reviewing — data privacy, marketing claims, supervision, and recordkeeping — with an explanation for every answer, not just the risky ones.
Online Tool
Financial Calculator Training Tool
A free 200-question practice tool for paraplanners and CFP® candidates — time value of money, loan amortization, bonds, interest rate conversions, and more, with the exact HP 10bII+ or HP 12C keystrokes explained on every missed question.
These tools are a small sample of what I build for advisory firms. If your operations could use this kind of thinking applied systematically — to your CRM, your workflows, your onboarding process, your entire tech stack — I'd love to talk.