⚡ Decisions Queue

5 financial decisions ranked by impact × urgency
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P1 · Foundation · No page (data entry session)

Monthly Cash Flow Baseline

Foundation for everything else. 1–2 hr data-entry session with 3 months of bank statements.

P2 · Largest $ · Has scaffold

Dad's PA Garage

~$115K opportunity, partnership structure TBD. Go to page →

P3 · Life decision · CORRECTED 2026-05-13

Path Forward (5 paths)

Sam already left corporate (VSP 2022, Hyundai exit Oct 2024). Question is which compounding direction. Go to page →

P4 · 401k bridge · Has tracker template

401k Tracker — Reconstruct + Close Bridge

$350K Fidelity. Reconstruct historical pulls + lock future-pull criteria. Go to page →

P5 · Annual compound · Placeholder

Tax / ACA Optimization

LLC structure + subsidy + deductions. Go to page →