Five steps take you from an intake form to a paycheck that routes itself. Each one happens inside a single guided session, and you type every password yourself.
The timeline
Five steps. Then your money runs itself.
Nothing here is homework. The session ends with the accounts open, the allocation set, and the automation live.
1
The intake
You complete a secure digital form covering your current accounts, income, and what you want the money to do.
2
The agreement
You review the terms and disclosures, sign digitally, and pay the one-time flat fee. Nothing is billed against your assets.
3
The session
We meet on a Zoom video call and you share your screen. We guide; you drive.
4
The execution
You open the high-yield savings, Roth IRA and brokerage accounts in your own name, at institutions you choose. Every password and MFA code is typed by you.
5
The deployment
Your next paycheck routes automatically at the percentages we set together, and keeps doing so when your pay changes.
Your paycheck routes itself. Nothing routes through us.
The allocation
Percentages, not chores.
Fixed dollar amounts break the first time your pay changes. Percentages scale on their own. A raise, a bonus or a new job flows through the same split with no action from you.
When your paycheck changes, the dollars adjust. The percentages don't.
Example paycheck$2,400
Checking70%$1,680
High-Yield Savings10%$240
Roth IRA10%$240
Brokerage10%$240
A raise to $2,600 sends $1,820 / $260 / $260 / $260 — with no action from you.
The investment
One clear fee. No percentage of your assets, ever.
Every plan opens the accounts, builds the allocation, and leaves you in full control. Choose how much follow-through you want.
