Most wealth is built well and defended badly. Find your gaps in 3 minutes.
Twelve questions. Four pillars. One defense tier — Exposed, Vulnerable, Defended, or Fortified — and a clear read on the blind spots you can't see from inside your own balance sheet.
Asset ProtectionWhat a lawsuit, a claim, or a fraudulent wire could actually reach.
Tax ExposureWhat you're giving away by recording taxes instead of managing them.
Concentration RiskWhat happens when your business and the market have a bad year together.
Estate ContinuityWhat survives 90 days without you — and what your family actually knows.
Free. Confidential. No advice, no obligation — an educational self-assessment.
The Deep Scan scores the other eight factors — titling, wire fraud, estate tax, buy-sell, beneficiaries — and sharpens your tier. About two more minutes.