These tools are a small sample of what I build for advisory firms. If your operations could use this kind of thinking applied systematically — to your CRM, your workflows, your onboarding process, your entire tech stack — I'd love to talk.
Free Resources
These are real, working documents — the same caliber of tools I build for the advisory firms I work with. Download, adapt, and put them to use. If you would like to customize any of these templates - or build something brand new for your firm - you know where to find me.
Checklist
Estate Planning Checklist
A comprehensive checklist to ensure your client's attorney has addressed every pressing concern — from will and trust basics through beneficiary designations, powers of attorney, healthcare directives, and titling review.
Excel Tool
Social Security Filing Strategy Analyzer
A clean Excel tool for modeling a client's optimal Social Security filing age. Input their earnings history and benefit estimates, and the tool surfaces the break-even analysis and cumulative benefit comparison across filing ages.
SOP Framework
Tax Return Review SOP
A structured SOP template for one of the most commonly-requested advisory processes: the annual client tax return review. Includes checklist, advisor notes sections, and client communication templates.
Workflow Template
Client Offboarding Workflow
A ready-to-use, step-by-step workflow for offboarding a client gracefully — covering account closure, document retention, final communications, and CRM cleanup. Adaptable to Hubly, Asana, or any workflow system.
Online Tool
IRMAA Appeal
A step-by-step web tool that calculates your client's potential Medicare IRMAA savings, collects their information, and generates a pre-filled Form SSA-44 ready to submit — all in their web browser so nothing is sent to a server.
Checklist
CRM Setup Checklist
Step-by-step configuration guide for Redtail and Wealthbox — fields, tags, pipelines, and integrations for a small RIA.
Guide
Tech Stack Audit Guide
A self-assessment to identify gaps, redundancies, and integration opportunities across your current advisor tech stack.
These tools are a small sample of what I build for advisory firms. If your operations could use this kind of thinking applied systematically — to your CRM, your workflows, your onboarding process, your entire tech stack — I'd love to talk.