Let's Get Started
See Your Financial Future The Way We Do
Preview your personalized strategy in minutes—no pressure, no jargon.
A Smarter Way to Plan Your Future
Clear visuals of where your money is right now
How long your assets can last
Dynamic harvesting strategy in action
Smart tax and income planning—not just assumptions
“This isn’t some boilerplate plan.
It’s the same tool we use with our private clients.”
– Heath Harris, Founder
Not Your Average 'Financial Plan'
What it's not:
No Spreadsheets
No 100-Page PDFs
No Generic Advice
What it is:
Real-time modeling
Proprietary harvesting strategy
Built for wealth builders, post-sale business owners & retirees
Most online tools are vague or generic. Ours is built for people sitting on real money—who can’t afford to get this wrong.
Three Simple Steps to Get Started
You're not committing to anything. This is just step one in seeing your financial life through a new lens.
Preview Your Plan – Answer a few quick questions
See Your Gaps – Instantly view strengths, risks, and opportunities
Clarity Call – If it clicks, book a quick call to dial things in
What's Possible for You
Choose the path that works best for where you are right now.
Start here if you want to:
Get a quick snapshot of where you stand
See how long your money could last
Explore our dynamic harvesting strategy
Understand risks with no commitment
Take the first step on your own terms
Schedule a call if you want to:
Talk through your plan results with a professional
Ask specific questions about your situation
Identify blind spots or planning gaps
Understand how the Compound Cultivator™ fits you
Cut through the noise and get honest insight
