Find out where your plan breaks — free
A fixed-scope engagement, at no cost — not a sales meeting. You'll leave with numbers, not a pitch.
What you get
A Plan-Failure risk calculation
an minimum rate of return (MRRR) figure specific to your household
and a walkthrough of the risks your current plan doesn't account for.
What happens after
What you do with the diagnostic is up to you — engage 804 Capital for the full Managed Architecture, or take it to your existing advisor.
"You can try your luck on financial advisors who want to be money managers, or you can trust the math."