Interactive tools
Start with a free snapshot or a detailed organizer, then use the calculators if you want a number tonight. All of it is educational, not advice or a formal valuation.
The snapshot and organizer open in a new tab. Use them on your own time, then bring the output to a conversation with Dillon if you want help making sense of it.
Free financial snapshot
A short eMoney snapshot for owners and 1099 workers who want a first look at cash flow, savings, and whether the current path can fund the life they are building.
About 10 minutes
A simple on-track picture you can bring to Dillon
Am I On Track? Free Financial SnapshotDetailed fact finder
The PreciseFP organizer collects the facts a real plan needs: the business, the household, taxes, insurance, and the goals sitting on top of both.
Fill in what you have. Come back for the rest.
A complete fact finder before the first planning meeting
Start Your Free Financial Planning OrganizerStart here
Eight questions. Four scores. A plain-language read on cash, visibility, growth alignment, and exit readiness.
3 minutes · Your owner score plus three next moves
Get your owner scoreWhat you leave with
Illustrative range
Revenue, profit, industry, and growth in. An educational valuation range and a simple 3- and 5-year sketch out.
2 minutes
Open the estimatorAfter a sale
See whether an illustrated sale, plus what you have invested today, could support the income you want later.
2 minutes
Open the wealth-gap toolKeep the PDFs. They cover owner and 1099 issues, pension plan types, and the retirement-plan menu most owners actually have.
Free PDF guide
Your goals are bigger than “retire someday”—this checklist helps you name them.
Uncover the retirement, lifestyle, tax, healthcare, and estate goals you have not said out loud yet. A proven menu of planning priorities advisors use to turn vague wishes into a real plan.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
Free PDF guide
Five minutes with the numbers that decide whether you are on track—or guessing.
The essential figures every household and business owner should know in 2026: contribution limits, tax thresholds, savings benchmarks, and the metrics that separate clarity from hope.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
Free PDF guide
Retirement is a date on the calendar until you answer these questions.
A comprehensive pre-retirement checklist covering income timing, Social Security, healthcare, taxes, debt, insurance, and the lifestyle shifts most people underestimate—before you give your notice.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
Free PDF guide
Your will is not a plan—it is a document. This guide shows you what to review.
Walk through wills, trusts, beneficiaries, powers of attorney, and healthcare directives with the questions attorneys and advisors use to find gaps before a crisis does.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
These tools and guides are for educational purposes only and do not constitute personalized financial, tax, or legal advice. Please consult a qualified professional for advice specific to your situation.
Illustrative only. Not investment, tax, legal, or formal valuation advice. For educational purposes. Past performance and projections are not guarantees of future results. Your situation is unique. Discuss any decisions with a qualified advisor and, when appropriate, your CPA or attorney.
Bring a score or a range to the discovery call. If the numbers suggest a different first step, he will say so.
