The Decision Matrix
Turn complexity into clear priorities.
How this works
Below are concerns real people building wealth bring up. Tap one to pick it up, then tap a zone to place it — or drag it there directly. Not sure where something belongs? Hit Sort automatically to see where it typically falls, and compare that to your own instinct. There’s no wrong answer here — this is just a way to turn a pile of worries into a short list of what actually needs your attention first.
Or focus on one specific decision:
Everything on your mind
Tap a concern to pick it up, then tap a zone, or drag it onto the map. Or just hit Sort automatically.
Decide Now
- Delay materially worsens the outcome
- Often time- or tax-sensitive
- The primary focus of our meetings
Prepare Next
- Important, but not urgent
- Room for thoughtful planning
- Becomes a future “Decide Now”
Monitor Only
- Variables outside your control
- Needs awareness, not action
- Re-evaluated every 6–12 months
Ignore Safely
- Low-impact, day-to-day items
- A guard against overwhelm
- Confidence in what you set aside
This is a general educational exercise, not a personalized recommendation. Where an item truly belongs depends on your full financial picture, which is exactly what a real conversation is for.