A Structured Process. Real Work. Real Clarity.

The Sovereignty Survey

Most people who receive a large inheritance, business-sale payout, or windfall are told the same thing within days: "We should talk about investing that." The Sovereignty Survey is where that stops.

A structured process, not a single session. One flat fee. No products, no pressure. Just a clear read on where you stand.

Start Your Sovereignty Survey

What the Survey Delivers

Stabilization Map

A clear picture of where things stand, financially, relationally, and emotionally, so nothing important is being missed.

Immediate Risk Scan

Identifies time-sensitive decisions and pressures before they become irreversible.

30-Day Action Framework

A specific, sequenced list of what to do, and what not to do, in the next 30 days. Written. Yours to keep.

Stabilization Period Guidelines

A personalized framework for pausing decisions and protecting capital while the Charter gets written.

Who This Is For

Inheritance recipients navigating grief and family expectations
Exit founders facing wire-day pressure
Windfall recipients: lottery, options, settlements, crypto
Anyone within 18 months of a sudden wealth event

In the Session

Map the new balance sheet and where capital currently sits
Identify structural risks: family law, tax, product lock-ins, conflicted advice
Establish Stabilization Period boundaries
Clarify what the wealth is for, before any investment discussion

How the Survey Works

Pre-Work

Georgia Guides the Intake

Georgia acts as your guide, making sure we have a complete view of the territory before the Survey begins.

Analysis

I Review the Survey

I study what Georgia has gathered and prepare for our session, so nothing gets discovered for the first time in the room.

The Session

We Plan the Next 30 Days

We meet to walk through the Survey together and build your 30-Day Action Framework. Within 3 business days, you have the completed Survey in hand.

Pricing

Personal Sovereignty Survey

$750 CAD

Inheritances, personal windfalls, executive packages

Start the Personal Survey →

Corporate Sovereignty Survey

$1,500 CAD

Business exits, holding companies, complex structures

Start the Corporate Survey →

The fee is credited toward a full Sovereignty Operating System engagement if booked within 30 days of the Survey, though nothing obligates you to continue, the Survey stands on its own. For the Survey itself, I don't accept commissions, and there are no sales pitches disguised as "free" consultations. This fee is never tied to how quickly you deploy capital, or how much. Where implementation later involves products with built-in commissions or asset-based fees, those are disclosed separately, as required.