Turn your pay progression into an automated compounding system. Eliminate fee drag, tax sequencing mistakes, and lifestyle drift during upgrade years.
Standard package founding rate · One-time · 4-week engagement
5-year projections, raise-capture rules, tax sequencing, debt fragility audit, 401(k) fee-drag elimination, upgrade timeline sensitivity.
Executive summary, charts, 90-day action plan, health margin recommendations (optional).
Discovery + Delivery (60–75 min each). All calls recorded. 30-day implementation check-in included.
No ongoing management. No investment advice. Pure systems architecture delivered in 4 weeks.
Run your own numbers before applying:
Pay tables · 401(k) audit · Raise capture baseline · Monthly fixed burn review
Silent drag elimination · Upgrade-year tax modeling · HSA sequencing
Debt fragility audit · Cash-flow runway · Lifestyle-creep guardrails
12-month execution plan + implementation session. Optional longevity layer.
Founding rate · One-time
Everything in Standard +
Fixed 4-week engagement. 12-month execution plan delivered. Implementation decisions remain yours.
Apply for Pilot Margin Blueprint — $1,500 →Only 2 slots per month. Applications reviewed Sundays.