Free advisor tools
Run your own numbers before you take a call
Three quick tools for advisors weighing a move. The math runs in your browser. Nothing you type here is sent or saved by us.
Tool 1
Transition offer comparison
Two offers with the same headline number can be worth very different amounts. This tool discounts money paid later and weights pay that depends on hitting hurdles.
Holding a real offer right now?
Get a confidential second opinion before you sign.
Tool 2
Payout & take-home comparison
A higher payout isn't always higher take-home pay. Add the costs you'd carry, such as office, staff and technology, to compare like for like.
Tool 3
Transition readiness checklist
Check off what you've already done. Your answers are remembered only on this device.
Not legal advice. Contracts, protocol status and non-solicits should be reviewed by your own attorney.
Talk Through My Next StepsAre the advisor tools free?
Yes. All three tools are free to use and run entirely in your browser.
Is the information I enter saved or sent anywhere?
No. Calculator inputs are not sent to us. The readiness checklist is remembered only on your own device.
Are the results an offer valuation?
No. They are illustrations to help you compare scenarios. A real offer involves loan terms, taxes, clawbacks and contract details that should be reviewed with an attorney.
Get started
Your next chapter starts with one confidential conversation.
Tell us where you are and where you want to be. We'll come back with options, not pressure.
- Anonymous process: your name stays private until you choose
- Approximate figures only. No client records
- No commitment, exclusivity or obligation
Prefer the full brief? Use the 4-step inquiry.
Thank you. Your inquiry is in, and it stays private.
A recruiter will review it and reach out personally. Your details stay private.