Active product
REWealth Reports
Advisor software for rental property analysis, scenarios, and client-ready reports.
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Project pages.
A small index of real projects and systems that show how I work across financial planning, advisor technology, automation, product design, and AI implementation.
Active product
Active build
PlannerXchange
A marketplace concept for advisor-built tools, planning apps, and practical workflows.
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Testing
AI Review Systems
Review-loop patterns for document-heavy, judgment-heavy advisory workflows.
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