Ten honest questions. You'll find out whether you're steady on the path or coming in too fast — and the three best things you can do from here.
No windfall is a neutral event. They're life changing either for better or for worse. The difference isn't just investments and returns. It's whether a handful of key decisions have actually been made, or postponed. This check finds what you may have missed — while there's still time to fix them.
Free. No obligation. Built by Josh Olfert, CFP, CLU — founder of Haven.
With new money, the order of action matters just as much as the list. Making decisions before you've decided what it's ultimately for is the single biggest reason smart people freeze — or switch strategies three times in a year. 80% is about staying patient and calm. The other 20% has a ticking clock. Knowing which is which is the half the 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. Vision-first. Plan-second. Product-later.
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.
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