The things I actually use, and how to use them.
Templates, tools, and working documents from the practice. Some are free to take. Some belong to clients of the engagement. None of them are magic — every one of them only works if the conversation behind it does.
Free Resources
Take these. No login, no email gate. Read the note that comes with each — most of them depend on a method, not a download.
- 01 The Engagement Proposal Template What you send after a great first meeting — and what you don't. Leads with the client's life, not their balance sheet. PDF · 4 PAGES DOWNLOAD →
- 02 The Retirement & Estate Modeller A working financial model built in 20 minutes with AI. One couple, three competing goals, every lever a slider. Watch which goal breaks first — and ask what your clients are really paying for. INTERACTIVE TOOL LAUNCH →
Client Resources
Working documents for advisers inside a Pilgrim Advisory engagement. Access comes with the program.
- 01Clients for Life — WorkbooksThe seven-module methodology, in full. Released module by module across the engagement.CLIENTS
- 02The First Meeting AgendaThe conversation the Engagement Proposal depends on. The half nobody hands out for free.CLIENTS