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GenThreeWealth

What we analyze

Your financial life is one system. The analysis should reflect that.

Every comprehensive GenThree engagement begins with the same financial foundation. Deeper analysis activates only where your household actually requires it.

Every engagement

One financial foundation, established first.

  1. 01

    Accounts & Assets

    Every account and tax character, captured generically.

  2. 02

    Income & Employment

    Income sources, compensation, and employer benefits.

  3. 03

    Cash Flow

    What actually moves, verified against transaction history.

  4. 04

    Debt

    Mortgages, loans, and credit — terms, rates, and cost.

  5. 05

    Tax Position

    Bracket, withholding, and tax character as an input — never a return.

  6. 06

    Net Worth

    Full net worth, benchmarked in context.

Complete financial foundation

Established the same way, for every household, before anything else runs.

Where the foundation leads

The complete picture determines where GenThree goes deeper.

Complete financial foundation

  1. Employer Plan — not activated for this household
  2. Inheritance — activated for this household
  3. Equity Compensation — not activated for this household
  4. Investment Allocation — not activated for this household
  5. Property — activated for this householdFinancing — activated for this household

    A financing decision changes what your reserves need to protect.

  6. Business Ownership — not activated for this household
  7. Estate / Legacy — activated for this householdNext-Generation Funding — activated for this household

    Where an estate plan stops, next-generation funding begins.

  8. Funding Sequence — not activated for this household
  9. Retirement / Longevity — activated for this household

Not every household needs every analysis.

The complete picture determines where GenThree goes deeper. Urgency and dependency determine what gets addressed first — never a fixed running order.

Why this matters

One decision can touch several parts of your household at once.

  1. A home project

    • Financing
    • Cash reserves
    • Tax position
    • Retirement funding

    Paying cash, financing, or splitting the difference changes what your reserves protect and what this year's contributions can absorb.

  2. An inheritance

    • Distribution timing
    • Tax position
    • Cash flow
    • Legacy objectives

    When a distribution is taken changes the bracket it lands in — and what it was ultimately meant to do.

  3. A career change

    • Compensation
    • Employer benefits
    • Withholding
    • Retirement funding

    A new offer changes what your paycheck withholds and what your plan can absorb, not just what you're paid.

Which parts of your financial picture actually need attention?

About ten minutes. No cost.

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