Worked examples
What the reasoning actually looks like.
Three common situations, worked through the way we would work through them in a session, so you can judge the method before you pay for it.
These are not real clients. These are illustrative scenarios written to show how the framework is applied. They are not real clients, not records of actual results, and not investment recommendations. The figures are chosen to make the reasoning clear. We do not publish invented client stories, and we will not present these as anything other than what they are.
The examples
Pick the one closest to you.
Why we publish examples rather than client stories
Most firms in this space publish case studies about named clients with impressive returns. We do not, for two reasons.
The first is privacy. Describing someone's income, savings, debts, and portfolio in public is a great deal to ask, even with permission and even anonymised.
The second is that a case study invented for marketing is a fabricated record. Given that our entire argument is that you should not trust advice from people whose incentives are hidden, manufacturing evidence would be a strange way to make it.
So these examples claim nothing about results. They show the reasoning, which is the part you are actually buying.
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