The coordination gaps
Your CPA, attorney, advisor and insurance agent each see their own piece. A tax move can change a legal plan. A policy may not match an agreement. No one is assigned to the gaps between them.
GOOD ADVICE. ONE MAP.
Every expert
has a piece.
Who has the map?
A 10-minute review for business owners near retirement.
And who’s watching your biggest asset: your business?
Your CPA, attorney and advisor each do good work. But the gaps between them can cost you, and your business often sits outside the conversation altogether. Take the X-Ray and see your whole picture.
Start the X-Ray →
Concept illustration, not a financial result.
WHY ONE MAP MATTERS
Two blind spots. One map.
The Pac-Man problem
The small wedge is what usually gets reviewed: investments, taxes and insurance. The rest of the circle is your business. It may be your biggest asset, and it often sits outside the conversation.
See a sample: the Mitchell case study
Dennis and Maria Mitchell are a fictional couple who own a home services company. Their sample report shows what one map looks like: their result, the three levels of planning, and 18 areas screened for coordination gaps.
Open the full case study →Fictional sample, 14 pages (PDF). For educational and illustrative purposes only. Not tax, legal, or financial advice.The X-Ray puts both on one map: where your plans connect, where the coordination gaps are, and whether a deeper look is worth your time.
Concept illustrations only. Proportions are not a wealth estimate.CLARITY. CONFIDENCE. COORDINATED EXECUTION.
Find out where you stand.
Whether you’re a business owner or a professional who serves them, start with about 30 to 40 short questions. It takes about 10 minutes. The X-Ray shows whether a deeper look could help close costly coordination gaps.
Start the X-Ray →Not everyone needs comprehensive planning. If you do, wouldn’t you want to know?