Nothing announces itself when a plan drifts
Find what has moved while you can still fix it deliberately.
Owners build one balance sheet and live off another. The business funds the household, absorbs the reinvestment, and holds most of the value, and for years that arrangement works. It stops working on a specific day, and that day is usually not chosen. This page measures the distance between what the business is worth to you and what it would be worth to a buyer, a family, or a calendar. It takes about ten minutes and it does not require a valuation.
Five things to look at before the calendar decides for you
What you will check
● The plan you set compared to the one you are actually living
● What has moved on its own, from allocation to savings rate to concentration
● The paperwork nobody checks, including beneficiaries and titling
● The windows that close on December 31
● Which of your current worries would actually change your plan
Decide in September, not in a fearful December.
Get the Drift Check
You will be directed to a link where you can download the Gap Check to your computer. We will not sell your information or add you to anything you did not ask for.
Rather skip the checklist and just talk it through?
Book a Connect Meeting. 60 minutes, no cost, no obligation.