Every tool here is referenced by a specific page in the book. No accounts, no paywalls — the math and the spreadsheets are yours. Work through them at your pace; bring the output to the next conversation you need to have.
Every tool here is referenced by a specific page in the book. No accounts, no paywalls — the math and the spreadsheets are yours. Work through them at your pace; bring the output to the next conversation you need to have.
Project what you'll earn from now to 65, adjusted for 2.5% annual inflation. The starting point for the full wealth exercise — your "Phil Number."
Discount your lifetime earnings to today's dollars at a 6% rate. What your labor is worth as an asset, right now. Runs seamlessly after Tool 1.
Submit your four key numbers — gross income, owner's wages, gross profit, net profit — for a complimentary review from Rob's team. The opening move of the wealth exercise.
Score every line item on revenue, profitability, and strategic fit. Get a tag back: Grow, Plan, Pause, or Shrink. Interactive scorecard — or download the template.
Book a discovery call with Rob's advisory team. A short form tells them where you are, so the first conversation starts in the right place.
Share your completed one-page Decision Doc with Rob. A community gesture — not a sales funnel. He reads every one.
Spreadsheet versions of the interactive tools, plus the worksheets Rob uses with advisory clients. Use them, duplicate them, take them to your accountant.