The Purpose Pit Stop | Half-Day Financial Clarity Session | StandUP Advisors
Signature Service

The Purpose Pit Stop. Half a day to find out what your money is actually for.

A focused, in-person or virtual financial clarity session built for founders, executives, and builders who are financially successful but not sure their money is pointed at what actually matters.

Who it's for

Two halves of the same conversation. Real numbers — and what they're actually for.

Most financial advice starts with "what's your goal?" and gets a vague answer back — "retirement," "security," "leave something to the kids." Those aren't goals. Those are placeholders for goals. The Pit Stop does the work behind those placeholders — translating them into specific numbers, time horizons, and trade-offs, and starting to sketch what a real plan would look like to get there.

No one ever won a marathon by checking their pace every mile and never deciding which finish line they were running toward. Half a day to pick the line.

I grew up in communist Albania, where the only question that mattered was "what's the line for today?" — bread, milk, sugar, whatever the country had run out of that week. The pit stop is the inverse of that question. You already have the means. The work is figuring out the line you actually want to be standing in for the rest of your life — and then aiming the money at it.

If that describes where you are, the Pit Stop is the right entry point. It's not a sales call dressed up as a session — it's the actual work, with real numbers and initial planning structure. The fee gets credited toward any subsequent engagement if you decide to go further.

Two formats

Half a day to start. Or a full day to go deep.

Format · Half-Day
Half-Day Session
$750
2–3 hours. Focus on one or two of the biggest clarity questions you've been carrying. Numbers, trade-offs, and initial plan structure. Walk out with concrete next steps. Fully credited toward any subsequent advisory engagement.
Format · Full-Day
Full-Day Session
$1,500
4–6 hours. Goes wider — life, work, relationships, money, and the way they interact. Includes deeper number work and the first draft of a plan structure. Best for people facing a transition (exit, retirement, geographic move, career pivot). Fully credited toward any subsequent advisory engagement.
Setting
In-person or virtual. No office. No PowerPoint.
Credit
Applied toward full advisory engagement
In-Person Availability
Limited spots on RV tour schedule
Virtual Availability
Anytime — global, by video

Stop guessing what the money is for. Spend half a day finding out.

Book a slot, or start with the 10-minute Da Vinci Index first to see how your three dimensions stack up.