👤 Client Profile
Load a client from GHL or enter manually. All tools in this session read from this profile.
🧮 Exodus Calculator
Client data from the profile is automatically loaded. Run the calculation to update the profile with results.
💸 Interest Reality Check
Shows clients where every payment goes right now — and the true cost of staying on the standard path.
📊 Budget Analyzer
Full cashflow and spending breakdown across all budget categories.
🛡️ Buffer Check
Verify the client has enough HELOC buffer to run the Exodus Strategy safely.
🚗 Paycheck Parking
Show exactly how parking a paycheck in the HELOC reduces the interest cost on a chunk — and how that compares to leaving the same amount on the mortgage.
✅ Readiness Check
Assess whether the client is truly ready to begin the Exodus Strategy — mindset, setup, and action steps.
📅 Monthly Momentum Check-In
Structured monthly review — tracks progress, catches problems early, keeps clients engaged.
🔄 Stages of Change
A coaching lens to match your pace, tone, and next steps to where the client actually is — not where you wish they were.
🗺️ Cash Flow Mapper
The full monthly financial picture — income timing, HELOC draws, CC flow, and chunk payments mapped day by day. Used after everything is in place to train the client on managing their monthly finances.
📈 Interest Comparison Report
Show the cumulative gap between staying on the standard mortgage path vs the Exodus Strategy — year by year, the difference is dramatic.
🏆 Amortization Leap Tracker
Every chunk payment jumps the client ahead on their amortization schedule. This tool shows exactly how many payments they've leaped — and how much interest they've already eliminated.