You've already built it. Now it should mean something.
An ongoing partnership for established wealth with more moving parts — the full Life Anchor and Deployment Plan, held on a monthly cadence, re-anchored every year.
The takeoff
Twelve weeks to a plan that flies.
Three phases build the two documents that anchor everything. Then the wheel starts turning — and it never stops.
Weeks 1—4
Phase One
The reframe.
We surface the gap between the years you have and how you are using them. The answer becomes the spec for everything that follows.
Weeks 5—8
Phase Two
The Life Anchor.
Six to eight pages, in your voice. Why we’re here, your time inventory, decade map, legacy intentions, the reframe, your commitments.
— Document 1 of 2 —
Weeks 9—12
Phase Three
The Deployment Plan.
Fourteen to eighteen pages. The engineering — guardrails, funded decade map, stress tests, deployment calendar, portfolio behind it.
— Document 2 of 2 —
The deploymentA plan that lives
Refined monthly. Reviewed quarterly. Re-anchored yearly.
A year, fully inhabited.
12 monthly · 4 quarterly · 1 annual
The wheel turns because the deployment exists. The Cadence is the discipline that keeps the plan alive instead of filed.
Two documents. Yours to keep.
The Life Anchor holds the why. The Deployment Plan funds it. A peek at what actually lands on your desk.
— Document One
The Life Anchor
Six to eight pages. The why of the work, in your words.
Page 02
Time inventory
Years that aren’t interchangeable
Page 03
Decade map
Intentions, decade by decade
Page 05
The reframe
In your words, not ours
Six sections in full: Why we’re here · Time inventory · Decade map · Legacy intentions · The reframe · Commitments.
— Document Two
The Deployment Plan
Fourteen to eighteen pages. The engineering that funds what you named.
Page 03
Funded decade map
Intent, paired with dollars
Page 05
Stress tests
Including the one you named
Page 06
Deployment calendar
The next six months, dated
Nine sections in full: Reframe restated · Two layers of protection · Funded decade map · Spending target + guardrails · Stress tests · Deployment calendar · Portfolio construction · Glossary · What happens next.
One honest hour.
No spreadsheets to prepare. The question you haven't been able to answer, and a clear next move before you leave — whichever direction it points.
