Your whole financial life, on one page.
If a plan takes an hour to read, it never gets read. Yours is one sheet, and it tells you what to do next.
Eight areas coordinated, not eight documents stapled together.
The usual shape
"Here is your retirement projection. Your attorney handles the estate side."
Each area decided on its own, by a different person, none of whom sees what the others changed. The gaps between them are where the money quietly goes.
How it works here
"A Roth conversion this year changes the estate picture, so we look at both."
Tax, retirement, investments, estate, insurance, education, cash flow and the business, run as one plan. A move in the company and a move in your personal life are never decided in isolation.
Eight planning areas, run as one plan.
One plan covers all eight. They are listed separately here because that is how people search for them, not because they get decided separately. Each links to the page that covers it properly.
Tax
The conversion window, the bracket to fill, and the order accounts get drawn down in, written out by year.
Retirement
One monthly figure, the guardrails either side of it, and what triggers a change. Not a fifty page projection.
Investments
The target mix, what it holds and what it deliberately does not, in a page you can check against a statement.
Estate
Titling and beneficiaries listed account by account, because that is what actually controls who receives what.
Business
The value today, the gaps a buyer would price, and the number the sale would leave you after everything.
Education
What each year of school costs, what is already funded, and what that leaves for everything else.
Cash Flow
Income in, commitments out, and the surplus named, so the savings rate is a decision rather than a leftover.
Insurance
The exposures sized, the cover you already hold checked against them, and the gap stated in dollars.
Five steps, and the first one is free.
The EVOKE® process. Nothing moves and nothing changes until you decide it should, and I will tell you early if this is not a fit.
Exploration
A relaxed call. I listen, I do not pitch, and it costs nothing.
Vision
What the money is actually for, answered before any numbers are run.
Obstacles
What stands between the two, named honestly rather than talked around.
Knowledge
The work I go away and do: returns, statements, documents, the company.
Execution
The plan on one page, then the meetings that keep it moving.
Three short questionnaires do most of the preparation.
The Three Questions ask what the money is actually for, and couples answer that one separately on purpose. The Investment Risk Scorecard sets where your mix starts. For owners, the Exit Readiness Scorecard scores what a buyer would look at.
They take a few minutes each, and they mean the first real meeting starts with a plan already drafted rather than watching me build one.
See the Five Steps
Alan Rhode, CFP®, CPWA®, CVGA®, CEPA®, RLP®
Based in Blue Bell. Planning for people anywhere.
I am in Blue Bell, in Montgomery County, and I work with households across Greater Philadelphia, Chester and Bucks counties. Planning is a conversation and a shared screen rather than a room, so the same work suits you just as well from another state, and a good many of the plans I build are for people I have never met in person.
Let's see what your one page says.
A free thirty minute call, by phone. No pitch and no obligation, just a clear read on where you stand and whether we are a fit.
Schedule an Exploration Call