Ten honest questions. You'll find out whether you're steady on the path or coming in too fast — and the three things to do first.
Most people who come into money end up with a bigger number — not lasting wealth. The difference isn't returns. It's whether a handful of key decisions have actually been made, or just postponed. This check finds the ones you've postponed — while there's still time to fix them.
Free. No pitch. Built by Josh Olfert, CFP, CLU — founder of Haven.
Your score, your three priorities, and the full First 90 Days guide — straight to your inbox.
We won't pitch you and we won't share your address. You'll see your score on the next screen either way.
With new money, the order matters more than the list. Investing the lump sum before you've decided what it's for is the single biggest reason smart people freeze — or churn through three strategies in a year. Stay calm about ninety-five percent of it. The other five percent has a clock on it. Knowing which is which is the whole game.
One question worth sitting with: if you ran this same check three years from today — and nothing had changed — would that concern you?
That's The GlidePath: a 60-day process that turns a pile of new money into a clear plan, a tax-smart structure, and a calendar of what to do by when. Plan-first. Product-never.
Go through the full 60 days and you're not satisfied? Every dollar back, no questions asked.
This scorecard is general education to help you think clearly — not personalized financial, tax, or legal advice. Haven is a fee-only, fiduciary practice.