Your whole financial life, on one page.
If a plan takes an hour to read, it never gets read. Yours is one sheet, and it tells you what to do next.
One planEvery area connects to the same plan, so a move in your business and a move in your personal life are never made in isolation.
Eight areas coordinated, not eight documents stapled together.
The usual shape
"Here is your retirement projection. Your attorney handles the estate side."
Each area decided on its own, by a different person, none of whom sees what the others changed. The gaps between them are where the money quietly goes.
How it works here
"A Roth conversion this year changes the estate picture, so we look at both."
Tax, retirement, investments, estate, insurance, education, cash flow and the business, run as one plan. A move in the company and a move in your personal life are never decided in isolation.
Nine planning areas, run as one plan.
One plan covers all nine. They are listed separately here because that is how people search for them, not because they get decided separately. Each links to the page that covers it properly.
Tax
The conversion window, the bracket to fill, and the order accounts get drawn down in, written out by year.
Retirement
One monthly figure, the guardrails either side of it, and what triggers a change. Not a fifty page projection.
Investments
The target mix, what it holds and what it deliberately does not, in a page you can check against a statement.
Company Plans
The plan design, what it lets the owners put away, and the fiduciary file that shows how each decision was made.
Estate
Titling and beneficiaries listed account by account, because that is what actually controls who receives what.
Business
The value today, the gaps a buyer would price, and the number the sale would leave you after everything.
Education
What each year of school costs, what is already funded, and what that leaves for everything else.
Cash Flow
Income in, commitments out, and the surplus named, so the savings rate is a decision rather than a leftover.
Insurance
The exposures sized, the cover you already hold checked against them, and the gap stated in dollars.
Five steps, and the first one is free.
The EVOKE® process. Nothing moves and nothing changes until you decide it should, and I will tell you early if this is not a fit.
Exploration
A relaxed call. I listen, I do not pitch, and it costs nothing.
Vision
What the money is actually for, answered before any numbers are run.
Obstacles
What stands between the two, named honestly rather than talked around.
Knowledge
The work I go away and do: returns, statements, documents, the company.
Execution
The plan on one page, then the meetings that keep it moving.
Three short questionnaires do most of the preparation.
The Three Questions ask what the money is actually for, and couples answer that one separately on purpose. The Investment Risk Scorecard sets where your mix starts. For owners, the Exit Readiness Scorecard scores what a buyer would look at.
They take a few minutes each, and they mean the first real meeting starts with a plan already drafted rather than watching me build one.
See the Five Steps
Alan Rhode, CFP®, CPWA®, CVGA®, CEPA®, RLP®
Based in Blue Bell. Planning for people anywhere.
I am in Blue Bell, in Montgomery County, and I work with households across Greater Philadelphia, Chester and Bucks counties. Planning is a conversation and a shared screen rather than a room, so the same work suits you just as well from another state, and a good many of the plans I build are for people I have never met in person.
More ways I work with people here
- Financial advisor in Blue BellWho I am and how I work with people in Blue Bell
- Investment advisor in Blue BellHow portfolios are built and managed
- Retirement planning in Blue BellIncome, Social Security and withdrawals
- Tax planning in Blue BellBrackets, Roth conversions and Pennsylvania rules
- Business advisory in Blue BellGrowth, value and exit planning for owners
- For entrepreneurs in Blue BellPlanning built around a business you own
Let's see what your one page says.
A free thirty minute call, by phone. No pitch and no obligation, just a conversation about what you want and whether we are a fit.
Book a Free CallKeep Reading
From the blog
The 2027 401(k) and IRA Limits: What Changed and What to Do Now
The IRS announced the 2027 retirement plan limits on November 12, 2026. The 401(k) limit rises to $25,500, the total cap to $75,000, and the IRA limit stays at $7,500. Here is every number that changed, what it means for employees and business owners, and what to do before January.
Read MoreYour Stack of Finance Apps Is a Growing Fraud Surface
Every linked finance app adds a login someone can take over, so a growing stack widens your fraud and data exposure faster than any single app improves your finances.
Read MoreThe Backdoor Roth IRA in 2026: A Step-by-Step Guide
If your 2026 income is too high for a direct Roth IRA contribution, the backdoor Roth lets you get the same $7,500 ($8,600 at age 50 or older) into a Roth. Here is how to do it step by step, how to report it, and the mistakes that make it taxable.
Read More