GenThree Partnership
Keep your financial architecture current as your life changes.
A Wealth Roadmap builds the architecture. The Partnership maintains it — so every new decision starts from what GenThree already knows about your household, instead of starting over.
$150–$300 / month
Ongoing
Primarily after a Wealth Roadmap
Context that accumulates
Each cycle adds to what GenThree already knows. Nothing restarts.
Roadmap Foundation — known household context
- Accounts
- Goals
- Assumptions
Cycle 1 — Life change: a new job with equity compensation
- New decision
- Updated analysis
- Updated priorities
Updated Financial Profile
- Accounts
- Goals
- Assumptions
- Employer equity
- Updated cash flow
Cycle 2 — Life change: a second child
- New decision
- Updated analysis
- Updated priorities
Preserved — carried into whatever comes next
- Accounts
- Goals
- Assumptions
- Employer equity
- Updated cash flow
- Family context
- Revised legacy goals
One living system
Five parts, working together, not five separate features.
GenThree Legacy Map
A living map of the household's financial legacy, updated as goals, relationships, and priorities change.
Household Decision Ledger
Every major decision, and the reasoning behind it, kept on record so context is never lost.
Living Action & Implementation Board
The prioritized actions from the Roadmap and every review since, kept current.
Financial Event & Opportunity Radar
Tracks explainable dates, stale-assumption checks, material-change signals, and approved threshold events that may warrant a practitioner's review — not continuous market or portfolio surveillance, and never a substitute for it.
Annual Family Legacy Session
A yearly session to revisit the whole picture together, not just the numbers.
What’s included
Quarterly financial reviews, delivered as a written Quarterly Review Brief
Ongoing asynchronous decision questions
Annual Wealth Roadmap refresh
Updated tax-position and projection analysis as circumstances change
Review of material changes since the previous engagement
Decision analysis as new issues arise
A quiet quarter is a good outcome.
The Partnership isn’t measured by how much activity it generates. A review that confirms the architecture still holds is exactly as valuable as one that surfaces something new — GenThree isn’t manufacturing reasons to act.
It’s available primarily to households that have completed a Wealth Roadmap, since the continuity it offers depends on the architecture already being in place.
$150–$300 / month · ongoing