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.
Annual Service Calendars
Month-by-month service calendars for every client segment — accumulators, pre-retirees, retirees, and high-net-worth/complex households — plus a tool to build your own bespoke calendar.
Online Tool New
Create Your Own Annual Service Calendar
Don't see your exact client base below? Build a custom calendar — pick your client base, layer in the planning triggers that apply to your practice, and set your meeting cadence to get a month-by-month action plan.
Service Calendar
Accumulator — Annual Service Calendar
A ready-to-use, month-by-month calendar for working clients still building wealth — contribution limits, tax planning, benefits elections, and mid-year goal check-ins.
Service Calendar
Pre-Retiree — Annual Service Calendar
A ready-to-use, month-by-month calendar for clients about 1–5 years from retirement — Social Security timing, healthcare bridge planning, and retirement income projections.
Service Calendar
Retiree — Annual Service Calendar
A ready-to-use, month-by-month calendar for retired clients drawing income from the portfolio — RMDs, Medicare/IRMAA, and withdrawal sustainability.
Service Calendar
High-Net-Worth / Complex — Annual Service Calendar
A ready-to-use, month-by-month calendar for high-net-worth or complex clients — concentrated positions, entity structures, and advanced estate and tax coordination.
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.