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.
Website Tools
Interactive tools you can put directly on your own site — useful enough to bring visitors back and built to generate leads instead of just sitting there. Every one of them also gives search engines a reason to send more traffic your way, since real engagement on a page is exactly what search rankings reward.
Online Tool
Client Intake or Qualifying Lead Form Template
A guided intake form that collects contact details, financial concerns, and what matters most to a prospect before the first meeting — brandable with your firm's own logo and colors, and built to help you determine which website visitors are qualified leads.
Online Tool
IRMAA Appeal
A step-by-step web tool that calculates your client's potential Medicare IRMAA savings, collects their information, and generates a pre-filled Form SSA-44 ready to submit — all in their web browser so nothing is sent to a server.
Online Tool
Values-Based Planning Exercise
An interactive web tool that guides clients through identifying their core values, connecting them to life priorities, and building a values-aligned financial plan. All done in the comfort of their own home - taking all the time they need for deep reflection.
Online Tool
Onboarding Structural Inspection
A free self-assessment that scores your client onboarding workflow across 8 structural elements — handoffs, data entry, compliance, client experience — and issues a green, yellow, or red tag.
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.