Tools, Templates, and Apps

CalibrateIQ

Send branded risk assessment surveys to your clients, automatically score their Risk Capacity and Risk Preference, and generate a polished Investment Policy Statement — ready to review, annotate, and export as a PDF.

I created this tool because I felt that all the other risk tolerance tools available were too complicated and too expensive. This focuses on what really matters, which is time horizon, while still measuring client preference when it comes to investing to invite conversations and education.

calibrateiq.app

WealthPop

WealthPop is made for independent financial advisors. Add your firm's website once and it learns your brand, then generates a steady stream of ready-to-post images and captions in your voice, each written to follow the SEC Marketing Rule and saved to your account.

WealthPop.app

MeetingMap

Stop winging it. Run better meetings. MeetingMap helps you build structured agendas from templates, sync with your Google Calendar, and share with attendees — in seconds.

I created this app to fill the need for simple agenda management. Most advisors are creating clunky Word documents or Google Docs. Those are using solutions that are overkill for what they need.

MeetingMap is straightforward, simple, and gets out of your way. It does one thing really well: create and manage meeting agendas.

meetingmap.app

RC Genie

RC Genie helps financial advisors and tax professionals establish a defensible reasonable salary for S-Corp owner-employees using the IRS-accepted Cost Approach and live BLS wage data — and delivers a branded, client-ready PDF report in minutes.

I created this to empower financial advisors and tax professionals to have a simple, straightforward way to create reasonable compensation reports for S-Corp owners.

It's simple, straightforward, easy to use, and uses real BLS data.

rcgenie.app

X to Image

Paste any X (Twitter) post URL and instantly generate a stunning, shareable image card — perfect for Instagram, LinkedIn, and beyond. Choose gradients, photos, themes, and export at full resolution.

I created this app to facilitate the Instagram portion of my content marketing machine that I run every week. It makes it very easy to repurpose X posts into beautiful images that I can use on Instagram.

There are other tools out there that do similar things, but they all have different strengths. I created this tool to pull all the features into one place.

xtoimage.app

ExpenseGenie

ExpenseGenie turns a tax headache into a tidy workflow. Accountants set up each S-Corp client with their own branded reimbursement form that owners share with employees.

Submissions land in one dashboard, the owner approves with a click, and every dollar reimbursed is captured with the substantiation the IRS expects under an accountable plan — business purpose, dates, addresses, receipts. No spreadsheets, no chasing paper, no compliance gaps at year-end.

expensegenie.app

UCAPTCHA

Stop spam forms. One snippet, any site. UCAPTCHA blocks spam bots from submitting your contact forms using a simple, elegant checkbox — no image puzzles, no squinting at blurry text, no frustration for your visitors. Drop in one line of HTML and you're protected.

There are other solutions for spam prevention out there, but some of them are hard to use and hard to implement for non-technical individuals.

UCAPTCHA makes it dead simple to protect any site from form spam and be up and running in minutes.

ucaptcha.site

RavenDash

Activate a beautiful, always-up-to-date dashboard for each client business you manage. Share a private link. They see revenue, cash flow, and expenses in real time — without logging into QuickBooks.

ravendash.app

TPA Review

TPA Review is the first directory of retirement-plan third-party administrators rated and reviewed by the financial advisors who work with them every day. Real ratings. Real experiences. No sales pitch.

tpareview.com

Flat Fee Advisors

Flat Fee Advisors is a directory of fiduciary financial advisors who manage investments and charge a clear, fixed fee for their advice instead of a percentage of your investments (fees can still be billed from investments).

flatfeeadvisors.org