Diagnostic – TMW Advisory

What Happens After You Pay

01 Immediate Confirmation

Once payment is processed, you’ll receive an email with your onboarding form to get started.

02 Secure Workspace Access

Your private family workspace is created, and we begin gathering the materials required for the assessment.

03 Kickoff Call Scheduling

Your Diagnostic formally begins once your kickoff call is scheduled and completed.

04 Assessment Period (1–5 Days.Conditions Apply)

We conduct a structured review of your systems, decision flow, documentation, and organizational alignment.

05 Delivery of Your TMW Diagnostic™

You receive a clear, comprehensive structural analysis outlining vulnerabilities, priorities, and recommended actions.

06 90-Minute Strategic Review Session

We walk through your results, answer questions, and define your next steps with precision and clarity.

Guarantee

If your Diagnostic doesn’t reveal at least 10x what you paid in hidden risks, inefficiencies, or structural opportunities, we keep working until it does. At no extra cost.

No loopholes. No fine print.No excuses.

$1,990.97

Start your TMW Diagnostic™ today and unlock immediate access to your onboarding and initial review process.

Each Diagnostic is performed manually and confidentially by our advisory team. Because the work is intensive and bespoke, we only accept a limited number of families per month. Once capacity is reached, enrollment closes.

FAQs

Is this right for us if we already have attorneys, CPAs, and financial advisors?

Yes. The Diagnostic does not replace your advisors, it makes their work more effective. We reveal structural and operational realities none of them see alone.

Is this right for uWill you tell us what entities or legal structures we “should” have?s if we already have attorneys, CPAs, and financial advisors?

No. We do not provide entity selection, legal structuring, or tax advice. We highlight where complexity, bottlenecks, or misalignment exist so you can address them with your licensed professionals.

What if our enterprise is very private or sensitive?

We work discreetly with families who value privacy. You share only what you’re comfortable sharing. We do not need access to confidential documents to produce meaningful structural insight.

Is this refundable?

Because we commit significant time and capacity to each Diagnostic, payments are generally non-refundable. Our Clarity Guarantee exists so that your risk is minimized, we continue working until the insights meet the 10x standard.

What Happens After You Pay

01

Immediate Confirmation

Once payment is processed, you’ll receive an email with your onboarding form to get started.

02

Secure Workspace Access

Your private family workspace is created, and we begin gathering the materials required for the assessment.

03

Kickoff Call Scheduling

Your Diagnostic formally begins once your kickoff call is scheduled and completed.

04

Assessment Period (1–5 Days.Conditions Apply)

We conduct a structured review of your systems, decision flow, documentation, and organizational alignment.

05

Delivery of Your TMW Diagnostic™

You receive a clear, comprehensive structural analysis outlining vulnerabilities, priorities, and recommended actions.

06

90-Minute Strategic Review Session

We walk through your results, answer questions, and define your next steps with precision and clarity.

Start your TMW Diagnostic™ today and unlock immediate access to your onboarding and initial review process.

Each Diagnostic is performed manually and confidentially by our advisory team. Because the work is intensive and bespoke, we only accept a limited number of families per month. Once capacity is reached, enrollment closes.

FAQs

Yes. The Diagnostic does not replace your advisors, it makes their work more effective. We reveal structural and operational realities none of them see alone.

No. We do not provide entity selection, legal structuring, or tax advice. We highlight where complexity, bottlenecks, or misalignment exist so you can address them with your licensed professionals.

We work discreetly with families who value privacy. You share only what you’re comfortable sharing. We do not need access to confidential documents to produce meaningful structural insight.

Because we commit significant time and capacity to each Diagnostic, payments are generally non-refundable. Our Clarity Guarantee exists so that your risk is minimized, we continue working until the insights meet the 10x standard.

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