Custom interactive financial models built for advisor-client meetings. Retirement gaps, Roth conversions, income projections -- live, with their numbers.
Retirement income, Roth conversions, Social Security timing, margin strategies, savings goals. If you can describe the scenario, I can build the model.
Clean, visual, and interactive. Clients can move the sliders and see what happens. No spreadsheets, no PDFs, no glazed-over eyes.
You describe the scenario and the assumptions. I build and deliver a polished single-file HTML model you can use in any meeting.
Why clients don't act on Roth recommendations, and how a live model changes the conversation entirely.
The gap is the opening, not the closing. Here is how to make it feel real in the room.
The shift from presentation to participation in client meetings, and what it means for trust and referrals.
The S&P 500 at all-time highs while the Fed holds at 3.5%. Why this is happening, the four pillars behind it, and where it breaks.
Four scenarios for memory stocks in 2026 -- from continued hyperscaler capex to the training-to-inference shift. What changes and what holds.