Our boundaries
Where GenThree’s work ends — and whose it becomes.
The analysis and the advice are GenThree’s. The decision is always yours. Some work belongs to someone else entirely.
Three zones, two crossings
Each side of the line does something the others don’t.
GenThree
- Builds and maintains the complete financial picture
- Analyzes relevant decisions and tradeoffs
- Models scenarios and assumptions
- Provides advice within its approved scope
- Sequences next actions and coordination needs
- Accountable for the quality of its analysis
Recommendation →
You
- Provides complete and accurate information
- Communicates material changes
- Retains control of every decision
- Chooses whether to act
- Decides when and how implementation proceeds
Authorization →
Outside professionals
- Tax preparation (CPA)
- Legal & estate documents
- Insurance & specialist execution
Outside the line
What GenThree structurally does not do.
Not a broker-dealer
No custody of client assets
No discretionary asset management
No tax-return preparation or CPA practice
No legal practice or legal-document drafting
No guarantees
You decide. GenThree stays accountable for the analysis behind it.
Where a decision crosses into tax, legal, or insurance work, the analysis identifies exactly what to bring to that professional — coordination, not a handoff into the dark.
About ten minutes. No cost.