How it works
Five honest questions. Ten minutes.
No signup, no advisor calls, no follow-up emails. Just answer the form, see your allocation, decide if you want the full plan.
Tell us your numbers
Five questions: how much you inherited, your age, your income and debts, your goals, and how you'd handle a market drop. No personal data leaves your browser until you choose to pay.
- Inheritance amount and type (cash, brokerage, real estate, life insurance, mixed)
- Income, student loans, credit card debt, current savings
- Goals: FIRE, home, business, debt payoff, growth, safety net
- Risk tolerance — 4 honest descriptions you pick the one that fits
See your allocation, free
The moment you finish step five, you see a live recommended split — emergency fund, debt payoff, investments, accessible reserve — plus a FIRE projection to age 45 based on your risk profile. No payment required.
- Animated breakdown of how your inheritance should split
- Dollar amounts for each bucket, not percentages
- Projected value at age 45 at your risk profile's expected return
- All numbers update if you go back and change answers
Unlock the full written plan
One $29 payment. Within seconds, a personalized 600-word plan: which accounts to open, which funds to buy, how to handle your debt, the biggest mistake to avoid for you specifically, and three actions for this month.
- Stripe-secure checkout (your card never touches our servers)
- Plan rendered on screen immediately
- PDF emailed to you within 30 seconds
- One-time payment — no subscription, no upsells
Our promise
No fees on your money.
Ever.
We take $29 once and you never see us in a billing statement again. We don't manage your portfolio, take a cut of your returns, or sell your information. The whole model is built on a single belief: your inheritance is one decision, not an ongoing relationship.
Ten minutes from now
You'll have a plan
that's actually yours.
Stop scrolling Reddit threads. Stop dodging the question. Get a calm, honest plan and move on with your life.
One-time · Instant delivery · Stripe-secure · Emailed as a PDF