Interactive tools
Start with a free snapshot or a detailed organizer, then use the calculators if you want a number tonight. All of it is educational, not advice or a formal valuation.
The snapshot and organizer open in a new tab. Use them on your own time, then bring the output to a conversation with Rusty if you want help making sense of it.
Free 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 SnapshotDetailed 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 OrganizerStart here
Eight questions. Four scores. A plain-language read on cash, visibility, growth alignment, and exit readiness.
3 minutes · Your owner score plus three next moves
Get your owner scoreWhat you leave with
Illustrative range
Revenue, profit, industry, and growth in. An educational valuation range and a simple 3- and 5-year sketch out.
2 minutes
Open the estimatorAfter a sale
See whether an illustrated sale, plus what you have invested today, could support the income you want later.
2 minutes
Open the wealth-gap toolKeep the PDFs. They cover owner and 1099 issues, pension plan types, and the retirement-plan menu most owners actually have.
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.
Illustrative only. Not investment, tax, legal, or formal valuation advice. For educational purposes. Past performance and projections are not guarantees of future results. Your situation is unique. Discuss any decisions with a qualified advisor and, when appropriate, your CPA or attorney.
Bring a score or a range to the discovery call. If the numbers suggest a different first step, he will say so.
