Start with an honest baseline.
Measure where earnings, taxes and assets are aligned, and where the climb becomes exposed.
ETA has two meanings
Estimated time of arrival. Earnings, taxes & assets.
One is the moment you arrive. The other is the three numbers that decide how you land. Find out how closely aligned your ETAs are.
Take the free assessment5 minutes. Clear next steps.
Estimated time of arrival
For all of us, ETA has two meanings:
Estimated time of arrival
When you arrive, it’s only half the story. The other half is what you carry when you get there.
Earnings, taxes & assets
This is what you’re carrying. How taxable is it? Is it liquid? Will it even be there?
You've built something.
Are you ready for the exit?
Life is full of exits. Some are small: a first job, leaving school for the workforce. Some are major: selling a highly appreciated asset, or transferring your entire estate to the next generation. Big or small, you have to plan for it. And planning for it requires you to align your ETAs.
What’s your score?
See how ready you are for what comes next.
Before you can plan, you have to define what you’re exiting and when those exits may occur. You have to visualize it. This assessment gives you that point of reference: where you need education, and where you need to bridge the gap between your two ETAs.
So when you arrive, you’re carrying the biggest bag possible. That exit doesn’t define you, you define it.
Example ETA alignment score68/100
!5 areas of focusSee the decisions that deserve attention first.
Example assessment result66/100
EEarnings48
TTaxes66
AAssets84
The three coordinates
Every major transition runs through these.
E
Earnings
What comes in, what may change and whether the next chapter can support the life you want.
T
Taxes
The obligations and opportunities that can materially change what you keep.
A
Assets
What you own, how it is structured and whether it is ready to carry you forward.
Planning for the climb
Progress is built one decision at a time.
The first decision is clear: assess where your ETAs are aligned. As you move upward, the plan becomes more coordinated: establish the baseline, close the gaps, prepare the transition and protect what comes next.
AssessCoordinatePrepareArrive
1 · Base campAssessEstablish an honest baseline across earnings, taxes and assets.
2 · The crossingCoordinateConnect separate financial decisions into one deliberate route.
3 · The ridgelinePrepareStress-test the transition while time and flexibility remain.
4 · The summitArriveReach the next chapter with capital, purpose and options intact.
Start your journey by picking a path
Who do you most closely align with?
Pro · NIL · retired
Athletes
The game creates a fast ascent. The transition afterward can arrive just as quickly.
- Turn peak earnings into durable financial infrastructure
- Prepare identity and income for life beyond competition
- Coordinate taxes, protection and long-term assets
Founder · operator
Business owners
Your company may be the largest asset you own and the most complicated asset to transfer to the next generation.
- Separate personal readiness from company readiness
- Pressure-test succession, timing and deal structure
- Plan for life and liquidity after ownership
$250K+ a year
High income earner
A strong income creates options. Complexity determines how many of those options remain open.
- Coordinate equity, deferred compensation and taxes
- Reduce concentration around a single career
- Turn income into real long-term optionality
$5M+ net worth
High net worth
Legacy is not a destination on a statement. It is how well capital, people and purpose travel together.
- Align investment, estate and tax decisions
- Prepare family members for stewardship
- Build a route for transfer, impact and continuity
Something different?
Your situation is unique. Your plan should be too.
If none of these describes you, no problem. Share a few details and we’ll follow up with the right next step.
The cost of waiting
Complexity compounds when coordination starts late.
The warning signs are different. The pattern is the same.
78%
of former NFL players are bankrupt or under financial stress within two years of retirement.
Source: Sports Illustrated75%
of owners regret exiting their business within 12 months.
Source: Exit Planning Institute41%
of high earners making $300K to $500K say they live paycheck to paycheck.
Source: Goldman Sachs Asset Management53%
of ultra-wealthy families lack a complete wealth transfer plan.
Source: BNY WealthKnow before you go
A clearer starting point.
What does the assessment measure?
Alignment across earnings, taxes and assets, including where those areas may need greater coordination.
Is this financial advice?
No. It is educational and helps identify useful questions for your professional team.
How long does it take?
Most people complete all 30 questions in less than five minutes.
Find your path
Know the terrain before the next chapter arrives.
Five minutes now can reveal the conversations and decisions worth making next.
Take the free assessmentYour E.T.A. results
Here's where you stand
ETA Alignment Score
—/100
EEarnings
—
TTaxes
—
AAssets
—
Areas of focus
Click any area to see what is creating the gap in your ETA alignment and how to close it.
Ready to close the gap?
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