A 10-question scorecard that helps you quickly assess whether your current model still fits or whether it’s time to explore options and plan the next move (quietly and intelligently).
- Pinpoint the friction: control, economics, client fit, tech, compliance, operations
- Get a directional read: Stay & Optimize, Explore Options, or Actively Plan
- Get routed to the right next step (Roadmap, Transition Readiness, RIA Calculator)t
How to use this tool
- 1. Answer based on the last 90 days (not your best week, not your worst week).
- 2. Click See My Result to get your directional readout.
- 3. Use the “Next best step” links to move into the right track (compare models, plan your roadmap, or assess readiness).
Before you start
Independence Pathfinder is a fast scorecard designed to help you answer one question: Is my current model still working for me or am I outgrowing it?
It doesn’t tell you what to do. It gives you a clean directional read based on the pressure points that typically show up before an advisor makes a move: platform control, economics, client fit, tech constraints, compliance friction, and operational readiness.
Time: ~3 minutes
Directional result
No login required
How to use this
- Answer quickly. Use the last 90 days as your reference point.
- Treat the result as direction, not a verdict. It’s meant to guide next steps, not label you.
- Follow the next-step links. Your result will route you to the right tool or track.
- Re-run after major changes. Policy shifts, payout changes, key hires, or a new client strategy can change the readout.
What you’ll get at the end
Stay & Optimize
You may not need a model change. Tighten operations and leverage where you are.
Explore Options
Pressure is real. Compare models and economics quietly and intelligently.
Actively Plan
You’re close. Plan structure, timeline, and readiness before you move.
Educational use only. Not legal, tax, or investment advice.
Scorecard overview
Use the last 90 days as your reference point. This is a directional read not advice or a verdict.
0 of 10 answered
Educational use only. Not legal, tax, or investment advice.
What you’ll get
Directional readout: Stay & Optimize / Explore Options / Actively Plan
clear announcement + what stays the same + what’s next
Your top friction signals: The areas creating the most drag right now (control, economics, tech, compliance, ops)
reassurance + status + reduces uncertainty
A recommended next step The best next tool or track based on your readout
sets expectations + reinforces improvements
A simple action prompt: One clear “what to do next” so you don’t stall
natural spoken version
Avoid these common mistakes
- Don’t treat the result as a verdict. It’s a directional read, not a command
- Don’t confuse payout with profit (owner pay is what matters)
- Don’t underestimate ops + compliance load if you “go solo”
- Don’t delay decision-making when timing pressure is high. Plan and execute cleanly
- Don’t skip readiness: Use Transition Readiness before you set a date
Next best step
Educational use only. Final decisions and messaging should be reviewed through your compliance/legal process.
Get weekly Signals + tool updates
- platform shifts
- execution risk updates
- operational and compliance signals
Educational drafting tool only. Not legal, tax, or compliance advice. Always confirm your messaging and timing with qualified professionals and any applicable compliance review process.
