guides

The Advisor Due Diligence Kit

Choosing a financial advisor is one of the most critical decisions you'll make in your financial journey. It’s also a process filled with risk. How do you cut through the sales pitches and truly assess an advisor’s philosophy and long-term value?

I’ve created an Advisor Due Diligence Kit to help. It’s designed to empower you with a clear, actionable checklist and time-tested questions that reveal an advisor's true working model. This isn't about finding the "right product," but about finding the right steward for your vision.

I'm sharing this as an act of educational generosity, confident that it will help you make a safe, simple and sound decision—whether we ever work together or not.

Download the free kit and start your search with confidence.

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The_Advisor_Due_Diligence_Kit.pdf

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Discover Investment Philosophy

Are you measuring your financial success against market benchmarks or against your actual life vision? The distinction is more profound than you might think. Many pursue financial growth by aiming to 'beat the market,' yet true financial resilience, like robust engineering, comes from designing a system that aligns

Advisor Interview Scorecard

Many evaluate advisors based solely on past returns – a 'traditional' approach focused on market comparisons. Yet, a truly 'sound' partnership considers both quantifiable results and the foundational philosophy driving those outcomes, ensuring alignment with your unique life vision, not just an index. Our S3 Constitutional approach

Discover Your Financial Architect Archetype

Discovering your unique "Financial Architect Archetype" isn't about fitting into a box, but understanding your innate strengths – whether you're a Vision-First Director or a Both/And Synthesizer. This constitutional approach helps you move beyond reactive "either/or" choices, empowering you to make

Behavior Gap Guide

Even the most sophisticated investors often unknowingly leave money on the table due to a subtle yet significant factor: their own behavior. Our proprietary S3 method helps you calculate your "Behavior Gap" – the measurable difference between an investment's pure performance (Time-Weighted Return) and your personal results