Path 01 · Recommended
Get Your
Escape Plan™
Your personalized Rothology® Escape Plan™ — a CFP®-engineered,
year-by-year roadmap to minimize your lifetime tax burden.
Includes
- Comprehensive analysis
- Year-by-year conversion schedule
- Side-by-side comparison
- Projected savings — documented in writing
- $500,000 written refund offer
Payment: $1,000 deposit to get started.
Balance paid after Data Gathering.
Path 02
Schedule a
Follow-Up Call
Not ready today? Let's schedule a follow-up — and bring your spouse.
For You If
- You want to review with your spouse
- You have specific questions to work through
- You want to see example scenarios
What Happens
Your Rothologist will walk through your situation in detail,
answer both your questions, and show real client examples.
Path 03 · By Invitation
Strategic
Oversight™
For clients whose complexity warrants ongoing, high-touch advisory
beyond the Escape Plan™.
Includes
- Multi-year implementation
- Ongoing tax strategy coordination
- Direct CFP® access
- At least quarterly adjustments
By invitation only — advisor review required.
✓
Planning-First Approach
✓
Pure Fiduciary
✓
No AUM Fees
✓
$500,000 Written Refund Offer
