Plan today. A brighter tomorrow.
Demo — proposed rules, not client-approved
Smart Money Strategy Assessment
See where taxes, retirement limits, and business risk may be costing you.
Demo build
Proposed v0.1 demo rules, pending client approval
Questions tailored to your situation
Only what applies to you
Personalized insights
See which planning areas may deserve a closer look
How it works
Three steps, no account required
- Step 1
Answer a short set of questions
One question per screen, covering your role, income, retirement position, and business structure.
- Step 2
Contact step comes last
Contact details are requested only after all your questions, never before. In this demo nothing is sent to a CRM, email, or calendar.
- Step 3
Review your opportunity snapshot
An educational summary of planning areas that may deserve further review. No scores or product recommendations are shown.