Resource library

Make the advisor, investment, and business decisions that generic financial advice misses.

Choose the question you are actually trying to answer. Every guide points to a useful calculator, checklist, or evaluation—not an immediate sales pitch.

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Choose your starting point

The library is organized around three jobs: evaluate an advisor, turn business success into personal optionality, or build a flexible portfolio-income plan.

Advisor Evaluation

Is My Financial Advisor Worth It?

Compare the annual cost with the planning, tax coordination, and decision support you receive.
New Pillar Guide

Portfolio Income for Business Owners

Connect taxable investing, withdrawals, fees, taxes, and work-optional choices.
Business Wealth

Turn Business Profit Into Personal Wealth

Build the bridge from revenue and profit to personal assets and family choices.

Evaluate your financial advisor

These pages answer distinct decision-stage questions instead of repeating the same fee argument.

Cost Hub

What Does a Financial Advisor Cost?

Translate percentages into dollars and compare common pricing structures.
Fee Models

Fee-Only vs. 1% AUM

Compare compensation models and the work that should accompany each.
Advisor Value

What Should an Advisor Do Beyond Investing?

Review seven planning responsibilities that matter to business owners.
Verification

How to Evaluate a Fiduciary Advisor

Understand fiduciary status, credentials, services, fees, and conflicts.
Red Flags

Signs an Advisor Does Not Understand Owners

Identify portfolio-only advice, weak coordination, and generic planning.
Transition

Questions Before Firing an Advisor

Separate fixable communication problems from a genuine service mismatch.

More business-owner planning questions

Use these focused guides when the issue is narrower than a full advisor evaluation.

Hiring Decision

Are Financial Advisors Worth It?

Compare cost, complexity, service scope, and the decisions an advisor should improve.
Pricing

How Much Should an Owner Pay?

Normalize AUM, flat-fee, hourly, and project proposals into annual dollars.
Interview Guide

Questions to Ask an Advisor

Test fees, conflicts, tax coordination, decision support, and fit.
Meeting Prep

Prepare for an Advisor Meeting

Bring the decisions, documents, and follow-ups that turn a review into planning.
Professional Roles

CPA vs. Financial Advisor

Define who owns compliance, planning, modeling, and professional handoffs.
Tax Planning

What Is a Tax-Literate Advisor?

Look for a process connecting returns, accounts, transactions, and deadlines.
Growth

Planning After Business Growth

Rebuild owner pay, reserves, taxes, and personal investing for a larger company.
Optionality

Increase Personal Spending Power

Measure what the business creates for the household after taxes and reinvestment.
Coordination

Find Business-Owner Tax Leaks

Identify decisions, deadlines, and handoffs that otherwise fall between professionals.

Build portfolio income and optionality

This cluster is based on original educational frameworks for entrepreneurs who want access, flexibility, and income before or beyond a traditional retirement.

Calculator

Portfolio Income Calculator

Estimate monthly income, a target balance, fees, and first-year outflow.
Account Strategy

Taxable Brokerage Accounts for Owners

Evaluate access, tax tradeoffs, and coordination with retirement accounts.
Total Return

Portfolio Income vs. Dividend Income

Understand why cash distributions are not the same as additional return.
Optionality

Work-Optional Financial Planning

Calculate the first layer of financial support that changes a real choice.
Business Exit

Planning After Selling a Business

Coordinate taxes, liquidity, diversification, income, and life after the sale.
Investment Process

Simple Investing for Business Owners

Why discipline, diversification, and behavior matter more than novelty.

Coordinate the business and household

Tax Coordination

Should Your Advisor Review Your Tax Return?

See where tax compliance and forward-looking planning connect.
Professional Team

Build a Better Money Team

Clarify the roles of your CPA, advisor, attorney, bookkeeper, and owner.
Cash Flow

Business Owner Cash Flow Planning

Plan around uneven income, reserves, taxes, reinvestment, and distributions.
Owner Pay

How to Pay Yourself as an Owner

Connect salary, distributions, taxes, benefits, and personal cash flow.
Values

Values-Aligned Wealth

Make money support family, time, security, and the life being built.
Service Choice

Financial Audit vs. Ongoing Planning

Choose between a focused second opinion and continuous advice.

Use the free tools

Calculator

Advisor Fee Calculator

Turn the stated annual percentage into a dollar amount.

Calculator

1% AUM Cost Calculator

Estimate the long-term effect of a percentage-based fee.

Checklist

Tax Strategy Gap Checklist

Find the decisions that can fall between the advisor and CPA.

Methodology and review: Advisor Scorecard is an educational project. Articles are organized around real owner decisions and reviewed for educational accuracy by a credentialed financial planner. Read the methodology and disclosures.