The Play: Run a Free Look™ in real time during the prospect call. Show them their specific numbers — the tax exposure, the income gap, or the 1031 time bomb. Show the problem. Withhold the solution. Then close them directly into the Family CFO program at $15,000 — $7,500 on the call, $7,500 on plan delivery. No diagnostic fee step. No delay. One call, one close.
CTAP Tax Free Look™
Shows annual tax drag in dollar terms. Effective rate, marginal rate gap, estimated annual overpayment. Ideal entry point for business owners & high-income earners.
IAA Investment Free Look™
Calculates Freedom Index™, Capital Velocity Score™, and 10-year income gap. Best for clients with substantial investable assets sitting underutilized.
1031 Exit Free Look™
Calculates the Tax Time Bomb™ and 10-year compounding delta. Designed for real estate investors facing a sale or exchange decision. Highest urgency of all three.
Exit & Freedom Snapshot™
7-input prospect calculator — shows after-tax walk-away, tax drag, passive income gap, and Exit Readiness Score (1–10). Captures contact info and emails results to Dana + the prospect automatically.
Snapshot Tool
Quick-view snapshot tool for prospect and client data. Fast diagnostic reference for the sales and implementation team.
How to Use on a Prospect Call
1. Diagnose
Ask the 4-question diagnostic flow. Within the first 5 minutes, identify which module to lead with — tax, investment, or real estate exit.
2. Show the Gap
Enter their numbers live and run the Free Look™. Share your screen. Let the output do the work. Their name, their numbers, their gap — in real time.
3. Prescribe & Close
"The full architecture gets built in the Family CFO program — $15,000, half now, half on delivery. Ready to get started today?" Prescribe. Don't present.
CTAP Tax Free Look™
Business owner & high-income earner tax gap
Client Info
Income & Entity
W-2 + distributions + pass-through + other
📊
Enter client income details to calculate their tax gap in real time.
IAA Investment Free Look™
Freedom Index™ · Capital Velocity · Income Gap
Client Info
Portfolio Details
Liquid: brokerage, IRAs, 401k, savings
Dividends, interest, distributions
AUM fees + fund expense ratios (est.)
Income Goals
What they want the portfolio to produce monthly
📈
Enter portfolio details to calculate the Freedom Index™ and income gap.
1031 Exit Free Look™
Tax Time Bomb™ · Capital Velocity · Exit Matrix
Basic Info
Property Details
Purchase price + capital improvements
Goals
🏗
Enter property details to calculate the Tax Time Bomb™ and 10-year compounding delta.