How Our Product Ecosystem Works
We don’t offer one thing.
We built a system that meets people at different levels of readiness.
1. Gifts (Free)
- YouTube videos
- PDFs
- Simple scorecards
Purpose: orientation and basic understanding.
2. Prospect Products
- In-depth scorecards
- Books
- Webinars
- Live events
Purpose: diagnosis, education, and informed decision-making.
3. Core Client Services
- Roth conversions
- Retirement income planning
- Kaizen
- IBC
Purpose: implementation and long-term strategy.
This structure allows people to engage at the level that makes sense for them — without pressure, hype, or forced timelines.
Clarity first. Execution second.