Plan beyondwhat you know.
Between every meeting sits hours of manual work — and the quiet risk of the thing you didn't think to check. Athena reaches past any one advisor's playbook to surface what you'd have missed, verifies every number, and turns a discovery conversation into a client-ready plan before you leave the room.
The work that used to eat your week, done while you're still in the room.
Not another tool to toggle into. A second seat at the table — one that has read everything, forgets nothing, and checks its own math.
Discovery that doesn't miss
Athena structures the conversation so the gaps surface themselves — the held-away account, the old basis, the goal the client almost didn't mention. You leave with the full picture, not a follow-up list.
Every number, verified before you see it
Nothing reaches you on a guess. Athena checks each figure against its sources and shows its work, so what you bring to the client is something you can stand behind.
Client-ready in a single session
Analysis and a clean, presentable plan come together as you talk — no rebuild between the meeting and the deliverable. Walk in with a conversation; walk out with a plan.
Counsel past your own playbook
Every advisor carries a finite set of moves. Athena draws on far more — surfacing the considerations and openings a single mind can't hold, so your judgment is the one thing that stays scarce.
Walk in with a conversation.
Walk out with this.
Not a follow-up list — a complete, client-ready plan. Every figure checked, every recommendation traced, rendered for the client the moment your conversation ends.
An illustrative plan — the same surface the advisor builds, re-rendered for the client in one session.
It raises what you'd have raised.
Given the hours, you'd have caught this yourself. Athena reviews quietly in the background and brings you what matters, traced to its sources. You decide what reaches the client. Nothing is applied without you.
Here's something worth raising before you finalize: the Chens are carrying a $41K deductible IRA basis from 2014–2017 that isn't reflected in the current plan. Factoring it in lowers the projected tax on their Roth conversion.
Three steps. The rest stays yours.
Bring the household in
Connect a client's full picture in one place. Athena reads it the way you would — only faster, and without skimming.
Plan with Athena beside you
Work through the engagement together. It drafts, checks, and surfaces — you direct, weigh, and decide. The judgment stays with you.
Deliver the plan
Present something client-ready in the same session — clear, defensible, and unmistakably your work.
Built for the advisor who does the real planning.
Athena isn't for the firm that wants to do less. It's for the one that wants to go deeper — and has run out of hours to do it.
We're onboarding our first 10 firms.
If you do comprehensive planning and you've felt the ceiling of what one mind can hold — we'd like you in early. Access is by invitation while we onboard slowly and well.