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War Room5.4

Clarity. Confidence. Coordinated Execution.

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Simplifying sophisticated financial strategies for small business owners, investors, and their families.

War RoomRetirement X-Ray • Clarity ReportFICTIONAL CASE

← X-Ray home · Return to the War Chest

Dennis & Maria Mitchell • Fictional, prefilled test case. Read-only fictional example. No answers are collected or saved.

For educational and illustrative purposes only. Does not constitute tax, legal, or financial advice. Speak with your professional team before making decisions.

WAR ROOM / RESOURCES

PDF / Sample Collection

Your complete discovery-to-execution packet: blank forms, fictional completed samples, and today’s updated risk assessment and client-experience survey.

9 documents · Collection updated October 27, 2026

Discovery & proposal

  1. Discovery Conversation

    The complete guided discovery conversation, ready to use.

    PDF · 10 pagesBlank template

    Open PDF Download

  2. Discovery — Handwritten Sample

    A fictional completed discovery conversation with blue-pen answers.

    PDF · 10 pagesFictional sample

    Open PDF Download

  3. Proposal & Next Steps — Take-Home Overview

    Conversation summary, next steps, the Three C’s, and scope and fees.

    PDF · 2 pagesTake-home overview

    Open PDF Download

Clarity, Confidence & execution

  1. Client Clarity Assessment — Blank Homework

    The full client homework packet with the updated risk assessment.

    PDF · 42 pagesUpdated packet

    Open PDF Download

  2. Client Clarity Assessment — Handwritten Sample

    Fictional returned client answers for the complete homework packet.

    PDF · 42 pagesFictional sample

    Open PDF Download

  3. Clarity & Confidence Report — Mitchell Sample

    The current integrated Mitchell family Clarity and Confidence report.

    PDF · 59 pagesFictional sample

    Open PDF Download

  4. Executive Summary & Coordinated Execution Plan

    The completed sample summary, priorities and coordinated follow-through.

    PDF · 24 pagesFictional sample

    Open PDF Download

Updated review assessments

  1. Risk Tolerance Assessment — Updated

    The six-question assessment, separate client/co-client scoring and discussion guide.

    PDF · 5 pagesUpdated October 27

    Open PDF Download

  2. Client Experience Survey — Updated

    The current ten-question client experience check-in with room for comments.

    PDF · 2 pagesUpdated October 27

    Open PDF Download