Decision tools
Safeguards you can run in the room
- The advisor red-flag checklistEight questions that separate honest financial advice from a sales process — fees, drawdowns, track-record basis, lock-ups, and plain English.8 items · interactive · no data collected
- The four-step claim auditA four-step audit for any investment claim: identify it precisely, benchmark it against a simple alternative, decode the language, list what is missing.4 items · interactive · no data collected
- Ten questions before deploying any capitalTen questions to answer in writing before committing capital — horizon, loss tolerance, regime, reserve, liquidity, crowding, worst case, and exit.10 items · interactive · no data collected
The tools compose into one shareable page you can screenshot and pass onward.