Financial Checklists
Structured, step-by-step readiness reviews designed for analytical minds. Inspect your balance sheet, identify points of failure, and verify personal finance systems without sharing private data.
The Financial Safety Net Checklist
Find the gaps that could make an unexpected financial shock harder to handle.
A practical 5–10 minute checklist for reviewing your cash reserves, income protection, accounts, documents, debt, and financial backup systems.
Year-End Tax Optimization Checklist
Review the tax-related items that may matter before the year ends.
A practical checklist for reviewing income, retirement contributions, investments, equity compensation, charitable giving, tax documents, and other year-end tax considerations.
Estate & Digital Asset Succession Checklist
Make it easier for the people you trust to find, access, and understand what you leave behind.
A practical checklist for organizing financial accounts, digital assets, beneficiaries, important documents, access instructions, and succession information.
New Tech Job Financial Setup
Step-by-step review for W-4 withholding, 401(k) match vesting schedules, ESPP participation, and equity grants.
A comprehensive onboarding checklist for software engineers and tech professionals starting a new role. Systematically audit your tax withholding, retirement match true-ups, discounted stock purchase plans, equity vesting cliff mechanics, and healthcare accounts.
Founder & Equity Liquidity Readiness
Pre-IPO secondary transaction mapping, 83(b) election records, QSBS status tracking, and liquidity runway modeling.
A deterministic audit checklist for startup founders, early employees, and equity holders preparing for tender offers, secondary sales, direct listings, or IPO liquidity events.
Angel & Direct Secondary Investment Due Diligence
Cap table waterfall review, SPV administrative expense audit, pro-rata rights verification, and Section 1202 holding period documentation.