Frequently asked questions
What is the Financial Efficiency Audit™?
An educational check-up of how efficiently your money is working. You answer questions about your cash flow, credit, savings, opportunities, taxes, investing, and protection, and receive a 0–100 Financial Efficiency Rating with a plain-language plan built from your answers.
Is it for individuals or business owners?
Both. After you purchase, we ask whether you own or run a business. Business owners receive both a personal audit and a business audit with the same purchase, because the two are connected.
How long does the Audit take?
About 15 minutes for the personal audit and about 20 minutes for the business audit. Your progress saves as you go, so you can stop and continue later.
What's included in each option?
Audit Only ($27): the complete Financial Efficiency Audit™. Masterclass + Audit ($97): the complete Financial Efficiency Masterclass™ and Audit™. VIP Experience ($297): the Masterclass, the Audit, and a private 60-minute one-on-one review. Compare the options.
What is the Advanced Tax Planning Diagnostic?
An optional, deeper evaluation of potential tax planning opportunities based on your business structure and financial situation, available with any option for $250. Tax efficiency is already part of every Audit; the diagnostic goes further, within a defined scope and subject to professional review.
How many audits does a purchase include?
One audit per purchase (for business owners, that's one personal and one business audit). To take the Audit again later, for example after making changes, you can purchase another.
How do I access what I bought?
After checkout you create your account (or sign in), and your Audit is ready to start straight away. We email your Masterclass access within one business day. If your package includes the private review or the tax diagnostic, our team contacts you to schedule it.
Is this financial, tax, or legal advice?
No. The Audit and Masterclass are educational. Your rating depends only on your answers and never on whether you buy anything. For decisions specific to your situation, consult a qualified tax, legal, or financial professional.
Is my information private?
Your answers are used only to calculate your results. They’re never sold and never used for marketing. See the privacy notice.
Do you offer refunds?
All purchases are final and non-refundable, because the Audit is available as soon as you buy, and sessions reserve our team's time.
Can I use a discount code?
Yes. If you have a code, enter it on the secure checkout page.
Can I talk to someone first?
Yes. Book a free 15-minute call with our team. It’s free and there’s no obligation.