THE ENGAGEMENT — $15,000 FLAT, IN WRITING
Find what breaks first. Then fix it in order.
The Fault Line Audit is a forensic pass over your entire financial structure — entities, tax, estate, insurance, portfolio — run as one system, the way it will fail: all at once, at the seams. You get the ranked list of what breaks first, what fixing each line is worth, and the order to do it in. No products. No pitch hiding inside the findings.
What the audit interrogates.
Five systems, examined where they meet — because wealth rarely fails inside a silo. It fails between them.
Entities & asset protection
How you're structured, what a claim can reach, and whether the walls between business risk and family wealth actually hold.
Tax posture
Elections, timing, and exit posture — whether tax is being managed forward or just recorded every April.
Estate & continuity
Documents, titling, beneficiaries, buy-sell funding — and whether any of it works on the worst day.
Insurance architecture
What's covered, what's duplicated, what's quietly lapsed — and where premium is buying nothing.
Portfolio & concentration
How much of your net worth moves as one position, and what stands ready when everything correlates at once.
The seams
The audit's real work: where these five systems contradict each other — the gaps no single professional was hired to see.
What you walk away with.
The Fault Line Report
Every finding documented and ranked by severity — what breaks first, not what's easiest to address.
The fix order
A sequenced plan with what each repair is worth, so you and your existing advisors can execute — with us or without us.
The closing briefing
Findings presented across the table, questions answered plainly, and a straight read on severity. Nothing softened.
Born in the consigliere seat.
For two decades, founders and family business owners have used Kris Garlewicz as the one call before every big decision — the consigliere seat, the advisor whose only side is the family's. The Fault Line Audit is that seat, systematized: the questions asked before the money moves, run across your entire structure at once.
Meet the firm behind the auditYour structure has fault lines. The only question is who finds them first.
Start with a conversation — or run the free WD-360™ scan and see which pillars are flashing before you commit a dollar.