A Far North Queensland studio for planners who are tired of reconciling the same story in three tools.
Siteflowgrid is business consulting for financial planning practices. We do not sell products, licences, or a checkout. We sit with your household maps, your fee conversations, and the hours that vanish between review meetings.
Open the Household Ledger Studio
From the review table
“The cashflow grid in Household Ledger Studio forced us to name the month we always pretend is ‘fine’. July stopped being a surprise.”
“Useful, though the homework assumes you can get two partners in a room. We had to split the sessions. The maps still held.”
Flagship studio
Eight weeks for principals and senior paraplanners who want one shared picture of household cash, super sequencing, and the language they use in review meetings. Informational fee: from AUD 2,850 for the studio seat.
See modules and limitsWhat we actually change
We stitch the household ledger so review packs stop contradicting last quarter’s portal export.
Studios rehearse the sentence you will actually say, not a value slide that never leaves the deck.
Maps, cadences, and a written ‘if I am away’ note so the practice is not a single point of failure.
How a studio runs
Each cycle has a working session, a written artefact you keep, and a pause week so the office can use it. We will not fill that hour with fund comparisons. If you need licensed advice, that sits with your AFSL, not with Siteflowgrid.
How consulting sits beside advicePractice notes
A working order for conversations, not a forecast.
Read note
What to put on one page before the accountant’s pack arrives.
Read note
Twelve sentences we keep hearing work in review rooms.
Read note