While boutique, we have a room of experts fully capable of handling any engagement. Regardless, the founder is deeply involved in each engagement, from the first call to the hand-over. We only accept that which is a mutual fit, so you do not need to worry.

Not only are we selective in our engagements, but we have no problem in turning away business if it might stretch us beyond our bandwidth. This is rare, but worth mentioning.

You are paying for a diagnosis, a build that stays in your business and whatever else you need for us to do. We treat every engagement as if it’s our only priority. We can almost always give you a starting price on the first call.

No. What the diagnostic pointed to gets built inside your business, not in a deck. In most engagements, by day 90 that means reports that give you clarity, a forecast you trust, processes your office manager runs or a shipped workflow with a number before and a number after. The written finding from the diagnostic is a few pages, not eighty.

Most owners who call are not broken. They have been stuck at the same revenue for years, they have a sale or a successor coming, or they have outgrown their controller. Finding that out late costs more than the diagnostic.

How long is always a case by case basis. Most engagements take 2 to 3 weeks to diagnose and 90 days to build + measurable results. 20 minutes to inform us, a few hours to go from the 10,000′ view to the details and a couple weeks to have a full diagnostic and plan.

It gives you hours back on one recurring task first: intake, follow-up, reporting, scheduling. It does not replace your staff. Your data stays in accounts you own and we start with the tools you already pay for. *Some rare exceptions may apply. Your data is as safe as you make it. We don’t fly outside the lines, so anything we do must be owned/approved by you. The data is yours, not ours! And if you are still finding your core offer, there is nothing to automate yet, and we will say so.

Keep them. They tell you what happened. This is about what is coming: a weekly view of cash, margin by job, the forecast and the decision that follows.

In booked work, customers and cost per customer. Never in impressions. Sales & Marketing gets built after the numbers and the follow-up systems exist, in accounts you own.

Everything, the day we stop. Accounts, data, dashboards, models, documented processes and the skills your team learned. Some owners take it from here, some keep us month to month, some keep us for good. The arrangement follows the need.

No. We will know in 20 minutes if we’re a fit, what your biggest pain points are and what our mission is to deliver. You leave with a straight answer on whether the full diagnostic is worth your money. Sometimes it is not yet.

Yes to both. It runs whether you are grinding at a job, building a side hustle or running a company. And doing fine is the usual reason people skip it, right up until a layoff or a repair forces them to sell something at the wrong time. Not for anyone looking for trading tips.

A spreadsheet holds numbers. The dashboard connects them, so thirty minutes a week shows you where you have been, where you are now and where you are going in one view. The $30 also pays for the live monthly workshop and Q&A, the members you meet there and the quarterly opportunities.

Yes. The basics never change, and there is no trick. Everyone who is good with money lands on the same handful of moves. The seven systems are the schedule that makes them happen every week.

Thirty minutes a week. Most of the seven systems are set once and checked rarely. One login, five numbers, one sitting.

You reach it through the login here, in the browser on your computer or phone. iOS and Android apps will follow. You enter your own figures during the weekly review. Entering them is what keeps you close to the whole picture. The 30-Minute Wealth System Playbook will walk you through the setup process and the Library located in your Wealth Dashboard will walk you through how to use each page step by step.

Cancel anytime from your account page. The checklist needs no card.

Real. A monthly workshop and Q&A with the founder in the room, quarterly Network Capital and Opportunity Fund building opportunities, plus the Profit Mechanic newsletter (work in progress). The founder will be at workshops and events.

No. It is cash set aside, separate from your risk buffer, so you can act quickly on opportunities you understand, in public or private markets: a friend’s company, a property, a buy-in, or an investment you have researched. It is not a forecast of where any market is going, and the decisions are yours.

No. No income claims, here or anywhere. The promise is narrower, and we keep it: your numbers in one view, decisions on a schedule and an end to second-guessing.