Richard — your CFO
The plan doesn't need saving. It needs closing, every month.
There is no Richiest email list any more. The thing that replaced it is Richard: a CFO for your household that connects to your accounts, tracks your progress every month, and opens with what actually changed.
What Richard does every month:
- Pulls every account you connect into one current picture
- Tracks progress across cash, debt, investments, property, tax, protection and estate
- Leads with the findings that moved — in dollars, ranked, in plain language
- Emails you when something matters, not on a schedule
$100/month. Richard reads and recommends — he never moves money, places a trade, or holds your assets.