Book a HELM discovery.
Tell me your wealth tooling situation — current stack, advisor relationships, biggest tax/planning frictions. I'll send back a custom-fit answer on whether HELM solves your specific use case within 24 business hours. Brand-anonymous by default — no name, no public association, just a useful conversation.
What you get
- Custom-fit assessment — does HELM's manual-first architecture solve YOUR specific tooling friction, or are you better served by an aggregator-based tool?
- Tax Brain scan match — which of the 9 educational scans (wash-sale, harvest, RMD, IRA room, QSBS, AMT, §1031, charitable, Roth ladder) actually apply to your situation
- Stack consolidation map — which subscriptions HELM replaces, which it sits alongside, and what an honest annual cost delta looks like for your specific configuration
- Honest verdict — sometimes "stay with your current setup + advisor" is the right answer. If HELM isn't the fit, I'll say so.
Format options
- Async written verdict (default) — I email you a 1-2 page assessment within 24 business hours. Most HNW operators prefer this.
- 30-min Loom recorded walkthrough — I record a screen-share walking through your situation against HELM's architecture. You watch on your time.
- 30-min live call — only if needed for deeper situational nuance. Calendly link sent after intake review.
Privacy posture: brand-anonymous by default. Your name, employer, account values, and specific holdings stay off-record unless you opt in. The studio's stance: HNW operators have specific privacy requirements that consumer-grade discovery calls violate. We respect them.
Discovery request received ✓
I'll review what you sent and email a tailored assessment within 24 business hours. Subject line: Your HELM wealth-tooling discovery. Check spam if it doesn't show up by tomorrow.
If you want to look around — the stack-cost calculator sums your current spend, and the manual-first explainer covers the architectural trade-offs.