Approach
- Listen without fixing yet.
- Map accounts, cash flow, and gaps.
- Deliver written next steps in ordinary English.
- Review on a schedule; revise when life changes.
Fee philosophy
Advisory fee, project fee, or a mix — chosen in daylight. No mystery trailers. Demo: discuss on the intro call; do not invent performance charts.
| Intro call | Fit only — no advice product |
|---|---|
| Planning project | Written plan scoped in advance |
| Ongoing advisory | Fee described before agreement |
Not a real firm · not investment, tax, or legal advice · no Form ADV here · do not submit SSNs or account numbers · fictional Lime Tree Labs demonstration. No performance shown — this is not a live practice.