A free 45-minute video call for two-income households to see where money goes and whether the plan covers both of you.
Free. It helps to come with a sense of your numbers. Bring someone you trust if you’d like.
THE PROBLEM
Nothing here means you’ve done something wrong. Most households have never seen all of it in one place.
Free. Nothing to prepare. Book a time that works for both of you.
Interest takes a share every month.
Money paid in interest doesn’t come back to your household.
Coverage tied to your job generally leaves when the job does.
Group life and disability insurance end when you’re gone.
Saving, debt, and protection compete for the same dollars.
Each has a job, and the order matters.
Accounts sit in different places.
No one, including you, sees the whole picture.
When both of you work, the plan has to fit both incomes.
If one income stopped, would the plan still hold?
WHAT WE LOOK AT
You tell us what you want and why. We bring the knowledge to show how it stacks up.
01 /
Where your money goes each month. Taxes, saving, spending, and debt.
02 /
What’s costing you the most, including interest and other leaks.
03 /
Whether your protection is yours or your employer’s.
04 /
How it all fits both incomes and your retirement goals.
Where your money goes
Income
Taxed
Saved
Spent
Example layout only. Your report uses your numbers.
HOW IT WORKS
01 /
Financial awareness
This is the call you book. We learn your situation, you learn how we work, and we gather what we need. You don’t have to fill out a form first.
02 /
Financial organization
About a week later, we show you what we see: where your accounts sit, where the gaps are, and what your options are. You get a written report to take home.
03 /
Financial collaboration
Laws, taxes, and life change. We review the plan with you over time, so that each decision today stays a good one.
The first stretch typically takes three to four weeks, and it moves faster when your information comes in on time. You decide at every step. Nothing happens until you’re comfortable with it.
HOW WE GET PAID
The call, the analysis, and the report cost you nothing. If you later decide to work with us, there are three ways we’re paid.
It’s yours to keep.
If we give you the report and you decide to go elsewhere, that’s your choice. The plan is yours either way.
01 /
Referrals.
We want you to be happy enough with our work to tell people about us. That’s why we explain everything and answer every question.
02 /
Commissions.
If we show you a change that makes sense, you agree, and you use a company we have a relationship with, that company pays us. You don’t write us a check for it.
03 /
A management fee, only if you hire us to manage investments.
You pay it directly as a percentage of the assets we manage. We’ll put it in writing before anything starts.
QUESTIONS
Don’t see yours? Text or call (404) 244 6675.
Does it cost anything to book?
Will you try to sell me something on the first call?
Do I have to fill out a form first?
What should I have ready?
Can I bring my spouse, my CPA, or another advisor?
I already have an advisor. Is this still worth it?
Can you move my money or log into my accounts?
How long is the call, and where is it?
How will you confirm my appointment?
Do I need to be debt-free first?
Do I have to link my accounts?
A free 45-minute video call with us. Nothing to prepare. No pressure.
Prefer to talk first? Text or call (404) 244 6675. Bring someone you trust if you’d like.
Not ready? Subscribe to The Leak Report, one story a month about where money really goes.