Free tools & resources
Start with a free financial snapshot or a detailed planning organizer. Download the owner and 1099 guides. Then use a checklist if you want something to keep on your desk.
The PreciseFP fact finder is the most useful first step if you want a real planning conversation. The eMoney snapshot is faster if you just want to know whether you are roughly on track.
Detailed fact finder
The PreciseFP organizer collects the facts a real plan needs: the business, the household, taxes, insurance, and the goals sitting on top of both.
Fill in what you have. Come back for the rest.
A complete fact finder before the first planning meeting
Start Your Free Financial Planning OrganizerFree financial snapshot
A short eMoney snapshot for owners and 1099 workers who want a first look at cash flow, savings, and whether the current path can fund the life they are building.
About 10 minutes
A simple on-track picture you can bring to Dillon
Am I On Track? Free Financial SnapshotFour planning guides updated for 2026. Enter your name and email to unlock each PDF—view it in your browser or download it to mark up before a discovery call.
Free PDF guide
Your goals are bigger than “retire someday”—this checklist helps you name them.
Uncover the retirement, lifestyle, tax, healthcare, and estate goals you have not said out loud yet. A proven menu of planning priorities advisors use to turn vague wishes into a real plan.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
Free PDF guide
Five minutes with the numbers that decide whether you are on track—or guessing.
The essential figures every household and business owner should know in 2026: contribution limits, tax thresholds, savings benchmarks, and the metrics that separate clarity from hope.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
Free PDF guide
Retirement is a date on the calendar until you answer these questions.
A comprehensive pre-retirement checklist covering income timing, Social Security, healthcare, taxes, debt, insurance, and the lifestyle shifts most people underestimate—before you give your notice.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
Free PDF guide
Your will is not a plan—it is a document. This guide shows you what to review.
Walk through wills, trusts, beneficiaries, powers of attorney, and healthcare directives with the questions attorneys and advisors use to find gaps before a crisis does.
Enter your name and email to view or download this guide. We will also send a copy to your inbox.
These tools and guides are for educational purposes only and do not constitute personalized financial, tax, or legal advice. Please consult a qualified professional for advice specific to your situation.
Interactive
The Financial Clarity Assessment, valuation estimator, and wealth-gap tool live on the Tools page. About three minutes. You keep the takeaway.
A practical, one-sitting checklist to see whether cash, taxes, personal savings, and the business are actually working together.
A candid scorecard for owners who know a transition is coming, even if “coming” still means five or ten years.
How growing companies separate operating cash, reserves, and true surplus, without turning treasury into a second job.
A one-page structure for connecting compensation, taxes, investing, and the life you are trying to buy back.
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If surplus and shortage keep showing up in the same year, you do not have a banking problem. You have an unassigned-cash problem.
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The business can be the best asset you will ever own and still be a dangerous place to keep your entire future.
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Buyers pay for a company that can run without you. That work does not start in the year you decide you are tired.
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A document that names heirs is not the same as a plan for who signs, who owns voting stock, and who can make payroll.
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Owner compensation is a planning decision. Treating it like leftover cash is how households and companies both get thin.
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No pitch deck. No pressure to move assets in the first conversation. Here is how the first hour is used.
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These tools and guides are for educational purposes only and do not constitute personalized financial, tax, or legal advice. Please consult a qualified professional for advice specific to your situation.
A discovery call with Dillon is confidential, fiduciary, and pressure-free. Bring the mess. That is the point.
