Free tools & resources
Start with a free financial snapshot or a detailed planning organizer. Download the owner and 1099 guides. Then use a checklist if you want something to keep on your desk.
The PreciseFP fact finder is the most useful first step if you want a real planning conversation. The eMoney snapshot is faster if you just want to know whether you are roughly on track.
Detailed fact finder
The PreciseFP organizer collects the facts a real plan needs: the business, the household, taxes, insurance, and the goals sitting on top of both.
Fill in what you have. Come back for the rest.
A complete fact finder before the first planning meeting
Start Your Free Financial Planning OrganizerFree financial snapshot
A short eMoney snapshot for owners and 1099 workers who want a first look at cash flow, savings, and whether the current path can fund the life they are building.
About 10 minutes
A simple on-track picture you can bring to Rusty
Am I On Track? Free Financial SnapshotThree white-labeled planning guides. Open them in a new tab, save them, and mark up the questions that apply to your business.
A comprehensive checklist covering long-term goals, tax issues, insurance, succession planning, entity choice, hiring, benefits coordination, and more, tailored for business owners and independent contractors.
Download Free GuideSide-by-side comparison of Traditional Defined Benefit, Cash Balance, Target Benefit, and Money Purchase plans: eligibility, contributions, limits, vesting, PBGC insurance, and deadlines.
Download Free GuideClear comparison of Solo 401(k), Safe Harbor 401(k), traditional 401(k), Profit Sharing, SIMPLE IRA, and SEP IRA: contribution limits, eligibility, testing, loans, Roth options, and deadlines.
Download Free GuideThese tools and guides are for educational purposes only and do not constitute personalized financial, tax, or legal advice. Please consult a qualified professional for advice specific to your situation.
Interactive
The Financial Clarity Assessment, valuation estimator, and wealth-gap tool live on the Tools page. About three minutes. You keep the takeaway.
Enter your name and email to unlock each resource. We use it to send the guide and follow up only if you want a conversation—no product pitch.
A practical, one-sitting checklist to see whether cash, taxes, personal savings, and the business are actually working together.
A candid scorecard for owners who know a transition is coming, even if “coming” still means five or ten years.
How growing companies separate operating cash, reserves, and true surplus, without turning treasury into a second job.
A one-page structure for connecting compensation, taxes, investing, and the life you are trying to buy back.
Stop chasing vague “someday” targets. This is the worksheet owners use to turn money, time, and the business into goals they can actually fund.
The contribution limits, brackets, and thresholds that quietly change every year—and quietly change what you can keep.
Retirement is not a date on a calendar. It is a stack of decisions most owners postpone until the exit is already in motion.
Wills, trusts, and beneficiary forms go stale while the business keeps changing. This review shows what to look for before a crisis does.
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If surplus and shortage keep showing up in the same year, you do not have a banking problem. You have an unassigned-cash problem.
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The business can be the best asset you will ever own and still be a dangerous place to keep your entire future.
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Buyers pay for a company that can run without you. That work does not start in the year you decide you are tired.
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A document that names heirs is not the same as a plan for who signs, who owns voting stock, and who can make payroll.
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Owner compensation is a planning decision. Treating it like leftover cash is how households and companies both get thin.
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No pitch deck. No pressure to move assets in the first conversation. Here is how the first hour is used.
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These tools and guides are for educational purposes only and do not constitute personalized financial, tax, or legal advice. Please consult a qualified professional for advice specific to your situation.
A discovery call with Rusty is confidential, fiduciary, and pressure-free. Bring the mess. That is the point.
