Free tools & resources
Start with a free financial snapshot or a detailed planning organizer. Download a guide. 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 SnapshotWhite-labeled planning guides. Enter your name and email to unlock each PDF, save it, and mark up the questions that apply to your household, or your business, if you have one.
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.
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Side-by-side comparison of Traditional Defined Benefit, Cash Balance, Target Benefit, and Money Purchase plans: eligibility, contributions, limits, vesting, PBGC insurance, and deadlines.
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Clear 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.
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A plain-language summary of common trust types, formation, modifications, and when a revocable or other structure usually belongs in a plan.
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A decision guide for whether a distribution from a traditional IRA is likely to be penalty-free, including exceptions and pro-rata rules.
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Questions that help you decide whether a Roth conversion fits your retirement income plan, tax picture, and five-year rules.
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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.
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 one-page structure for connecting cash flow, taxes, investing, and the life you are trying to fund.
Stop chasing vague “someday” targets. This is the worksheet we use to turn money, time, and retirement into goals you 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 people postpone until the paycheck is already gone.
Wills, trusts, and beneficiary forms go stale while life keeps changing. This review shows what to look for before a crisis does.
Savings, retirement, taxes, investment management, and estate planning. Article placeholders until we publish.
The first question is not which fund to own. It is what the year will cost, where the paycheck comes from, and how long the money needs to last.
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Emergency reserves, near-term goals, and long-term investing are different work. Mixing them in one account is how good years still feel tight.
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Roth conversions, withdrawal order, and estimated payments belong in the same conversation as the portfolio, not in a folder you open once a year.
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A model portfolio is a starting point, not a plan. Time horizon, taxes, and the cash you may need next year should change what you own.
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Beneficiaries, powers of attorney, and who can sign when you cannot are the parts families discover too late.
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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.
