Give every client a roadmap, not a binder.
Ready Roadmap is the planning system that takes a client from first conversation to a scored, written plan they can follow. One process for business owners, one for families, and the advisor tools to deliver both without adding staff.
Clients pay for advice. They remember the plan.
Discovery lives in notebooks
Every advisor runs the first meeting differently, so the firm can't see what was learned or what comes next.
Plans don't get read
A 60-page projection impresses at signing and sits in a drawer. Clients need a short list of what to do first.
Fees need visible value
When reviews feel the same each year, clients start asking what they're paying for. A score that moves answers that.
Ready Roadmap™
An exit-readiness process built on the 7 Risks Every Business Owner Faces. Your advisors walk the owner from vision to a scored report, then to the work that closes the gaps.
Client questionnaire
The owner signs in, describes the business, writes a short My Vision statement and takes the Seven Risks Self-Check: seven quick taps, answered Yes, Somewhat or Not yet.
Discovery Session
The client's answers pre-fill Discovery. The advisor runs the 100-point Business Exit Readiness Assessment, scored out of 300, with a talk track for every risk in the Advisor Playbook.
Value Builder
Put numbers on the business:
- The Multiple Ladder and today's estimated value
- The value gap between today and the owner's number
- Eight value drivers ranked by where to work first
Written Roadmap Report
A branded report scores all seven risks with a readiness radar and three priorities. It moves draft → submitted → approved → released, so nothing reaches a client without review.
Meeting Mode
One click turns the report into a full-screen presentation with your firm's story, the client's scores and the recommended engagement.
Action plan & annual review
To-dos for the client, tasks for the team, and a Then vs. now page at every review that shows which risks improved.
360 Roadmap
A coordinated plan across seven areas of a household's financial life, built around Grow · Guard · Give. The same discipline as Ready Roadmap, sized for families, executives and retirees.
Client questionnaire
The household, My Life Vision, a life-stage choice and the 360 Self-Check. A snapshot wheel fills in as they answer, so finishing feels like progress.
Discovery Session
Six life stages from Launching to Legacy and twelve life events point to where to focus. The 100-Point 360 Plan Check scores the plan out of 300, from Getting Started to Fully Coordinated.
Household Snapshot
The family's number and how much of it is covered today, months of emergency cash, the pre-tax / Roth / taxable mix, company-stock concentration, net worth and savings rate. Gaps flag themselves.
Tax strategy review
Twelve strategies checked for every household, plus the 1040 Checkup and an advisor-only Roth conversion planner covering federal and state tax.
The 360 Roadmap report
Seven area scores, the radar, and a phased plan: what to address now, what to build next, what to protect and maintain. Presented in Meeting Mode.
Living plan
A client portal with the action plan, a document checklist, secure uploads and Zam, the friendly guide who helps clients find their way.
Everything your advisors need between the first call and the tenth review.
Meeting Mode
Full-screen client presentations your firm controls, ready for the conference room or a Zoom share.
Advisor Playbook
Talk tracks, objection handling and follow-up emails for every risk and every planning area.
Advisor Library
Plain-language guides to strategies, products and financial instruments, including a century of tax-rate history.
Specialist tools
Roth conversion planner, Estate Plan Navigator, QSBS (Section 1202) check and the 1040 Checkup.
Client-ready visuals
Value Delivered statements, market-history charts, tax what-if scenarios and review decks with your logo.
Meeting Prep & Recap
Walk in knowing what changed since the last meeting. Walk out with a recap ready to send.
Professional team portal
Share selected items with the client's CPA and attorney. Your advisor runs the team and earns the referrals.
Documents & checklist
Clients upload tax returns, wills and statements through a secure link, and everyone sees what's still missing.
Prospects & email campaigns
Upload prospects, run nurture campaigns and see exactly who receives each email. Duplicate prospects are blocked and reported to the Firm Principal.
Built for the whole firm.
Firm Principal
Approves reports, sees the book of business, and gets told when ownership of a prospect is in question.
Advisors
Run Discovery, build plans and present in Meeting Mode with a next-best action for every client.
Office team
Office Manager, Compliance Officer, Client Service and Marketing Coordinator seats with their own dashboards.
Clients
A portal with their scores, reports, to-dos, documents and secure chat with the firm.
"We built Ready Roadmap because we needed it. Every screen was tested on real clients at our own fiduciary practice before another firm ever saw it."
Michael Oskouian, MBA, ARM, CRM, CIC, LUTCF · Founder, author of Ready Roadmap™
Flat plans for your firm. No per-client fees.
One price for the firm, with advisor and staff seats included and unlimited client logins. Start with a 30-day free trial, no card needed. Pay annually and get two months free.
Standard
For a solo advisor or a new firm.
1 advisor seat · 2 staff seats · unlimited clients
- Ready Roadmap™ and 360 Roadmap, Discovery and branded reports
- Every planning tool: Roth planner, Estate Plan Navigator, QSBS check, 1040 Checkup
- Client portal with Zam, documents, action plans and CPA/attorney sharing
- Meeting Mode, Meeting Prep & Recap, Advisor Playbook and Library
- Prospects and website inquiries
Extra seats: advisor $149, staff $39 a month
Start free trialGrowth
For firms of 2 to 9 advisors.
3 advisor seats · 5 staff seats · unlimited clients
- Everything in Standard
- Email campaigns, sequences and prospect nurture
- Office Manager, Compliance Officer, Client Service and Marketing Coordinator roles
- Compliance approval queue for reports and campaigns
- Fee pipeline, firm dashboard, leaderboard and the Monday digest
Extra seats: advisor $129, staff $39 a month
Start free trialEnterprise
For 10+ advisors or multiple offices.
10 advisor seats · 15 staff seats · unlimited clients
- Everything in Growth
- Your own email sending domain and custom branding
- Single sign-on, multiple offices and teams
- Data export, priority support and a named onboarding lead
Extra seats: advisor $99, staff $29 a month · $2,500 one-time onboarding
Talk to usFounding-firm offer: the first 25 firms on annual billing save 30% for 24 months. Prices are what your firm pays Ready Roadmap; you set your own client fees.
What firms ask before they start.
Does it replace our financial planning software?
No. Ready Roadmap sits in front of your projection tools. It runs discovery, scores readiness, writes the plan the client actually reads and keeps the follow-through on track.
Can we put our own brand on it?
Yes. Reports, Meeting Mode and the client portal carry your firm's name and logo, and your advisors add the firm's own story to Meeting Mode.
How does compliance review work?
Reports move through draft, submitted, approved and released. Only a Firm Principal can approve and release, and in-app messages can't be deleted.
Our clients aren't comfortable with technology. Will they use it?
The questionnaire is a few taps per screen, and Zam, our guide, walks clients through each step. Many clients first see it on the big screen in Meeting Mode with their advisor beside them.
How long does setup take?
Most firms invite their first advisor the day they sign up and run their first Discovery Session within a week.
Book a 30-minute demo.
We'll run a sample business owner and a sample family through both programs, then set up your trial.
- Walk through Discovery and the Self-Check
- See a finished report in Meeting Mode
- Pick a plan and invite your first advisor