Page 01
Time inventory
“Not every year is the same year.”
Years of full strength
Years our kids are home
Years our parents still travel
Years the language is learnable
High-energy years · constrained years
Foundation
You're still building it. Build it on an answer.
A quarterly partnership for the career-building years. The architecture comes first — what the money is for, in your own words — and the plan grows as the wealth does.
Quarterly rhythmThe Light Life AnchorOne asset-based fee
Three sessions to start. One cadence to sustain.
Foundation is a working relationship, not a product with a login. It begins with the architecture — what the money is for, in your own words — then settles into a rhythm that keeps the plan alive.
Week 1
Phase One
The reframe.
We ask what the money is actually for. The answer becomes the spec for everything that follows.
Week 4
Phase Two
The Light Life Anchor.
Four pages, in your voice. Time inventory, decade map, the reframe, your commitments.
— The document —
Week 8
Phase Three
The deployment sketch.
Portfolio positioned to fund the life the document describes. The work, manifested.
The deploymentA plan that lives
Reviewed quarterly. Re-anchored yearly.
AnnualFull re-anchorA half-day. The decade map re-examined.
A year, well-spent.
4 quarterly · 1 annual
Q1 ReviewCommitmentsAre we doing what we said?
Q2 ReviewSpendingWhere the money actually went.
Q3 ReviewDrawdownPace, guardrails, adjustments.
The wheel turns because the deployment exists. The Cadence is the discipline that keeps the plan alive instead of filed.
One asset-based fee covers everything above. No hourly meters, no per-plan charges, no surprises.
And when the wealth outgrows the rhythm, Flagship is the next room — same philosophy, closer cadence.
See FlagshipThe document
A look inside the Light Life Anchor.
Four pages, in your voice — not a form to fill out. This is the shape of what you'll write, and why time, not only money, is the thing we're planning around.
Page 02
Decade map
“Each decade asks a different question.”
30s40s50s60s70s
Kids at home · peak earning · empty nest · second act · slower travel.
Intentions, decade by decade
Page 03
The reframe
“Some windows close only once.”
We cannot give our children their childhood back. The decision is what to fill it with while it's still happening.
In your words, not ours
Page 04
Your commitments
“What this decade is for.”
Italy with the kids — fall 2027
The sabbatical, at 52
A week with mom & dad each spring
Stop deferring the piano
What you'll do · what you'll stop
Begin here
Start with the Time Inventory.
The same quiet exercise every ANCHORY relationship begins with — an honest accounting of what your years are for. Yours to keep, whatever you decide.
