Free Resources

Download our guides and assessments to identify where you are leaving six figures on the table

Anesthesia Freedom Index

Interactive 10-minute assessment to see if your money can actually replace your shifts

Get your score out of 100 across 5 dimensions: Tax Drag, Volatility, Deal Access, Coordination, and Time/Clarity. Most professionals score 40-70.

Retire On The Job IPS Starter

1-page assessment to see if you are missing six figures in tax savings, passive income, and protection

Quick overview of the Four Hidden Six-Figure Gaps with self-assessment checkboxes. Takes 5 minutes and reveals where you are leaving money on the table.

Quick Investment Reality Check

3-minute checklist to see where your current setup is failing you

Covers tax optimization, portfolio diversification, advisor coordination, and risk assessment. Most professionals check fewer than 12 boxes out of 28.

Investment Policy Statement Template

Professional IPS template used by family offices

Comprehensive 15-page template covering goals, risk tolerance, asset allocation, tax optimization, and advisor coordination protocols.

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