Product 1 · Coaching SaaS
Cadence — white-label coaching app
Branded coaching app for solo fitness, nutrition, postpartum, calisthenics, and online coaches. Flat-fee unlimited clients, 24-hour deploy, Stripe-direct billing, lifetime AI memory.
→ Full Cadence feature listTrue white-label branded app+
Your business name + logo + colors + custom subdomain. Clients install your app, not Cadence with your photo on it. Structural — not a re-skin.
AI plan generation in your coaching voice+
Generate workout / nutrition / hybrid plans from a brief. AI is trained to read in your coaching voice — same vocabulary, same cueing, same exercise terminology.
Lifetime client memory+
AI remembers every PR, meal log, check-in, and wearable signal across the full coach-client relationship. Generic AI plan generators can't.
Six wearable integrations+
Whoop, Oura, Garmin, Polar, Apple Watch (HealthKit), Fitbit. Daily sync.
Stripe Connect — coach-direct billing+
Every coach is the merchant of record. Client subscription payments flow direct to your own Stripe account. Cadence never touches client money.
Flat-fee unlimited clients+
No per-client charges. No roster ceilings. No overage. Coach $79/mo serves 5 clients or 500 — same price.
Migration tooling — Trainerize / TrueCoach / Everfit+
CSV import for clients, programs, check-in templates. Browser-only preview at /migrate/preview — verify before committing.
REST API + 4 webhooks+
Studio + Agency tiers. OAuth 2.0 + API key auth. Webhooks for client.signed_up, checkin.submitted, payment.succeeded, subscription.cancelled. Docs at /cadence/api.
Product 2 · Wealth OS
HELM — manual-first wealth tracking + tax planning
Personal command center for solo HNW operators. NO Plaid, NO Yodlee, NO aggregator credentials anywhere. Tax Brain runs 9 educational tax-aware scans. Roth conversion ladder optimizer, Monte Carlo FI simulator, Document Vault.
→ Full HELM feature listManual-first architecture (no aggregator credentials)+
No Plaid, no Yodlee, no MX. You enter balances manually — typically monthly liquid, quarterly illiquid. Architectural decision the entire product is built around.
Tax Brain — 9 educational scans+
Wash sale, harvest, RMD, IRA room, QSBS §1202, AMT, §1031, charitable, Roth conversion ladder. All educational only — verify with CPA.
Roth conversion ladder optimizer+
Multi-year conversion-amount planner. Fills lower brackets in low-income years. IRMAA bracket overlay. Year-by-year tax cost vs. lifetime savings.
Monte Carlo cash-flow forecast (10K+ runs)+
Stress-test FI plans across 10,000+ simulated return sequences. Sequence-of-returns risk visualization. Probability-of-success metric.
Encrypted Document Vault+
Closing docs, deeds, K-1s, ops agreements. Encryption-at-rest, scoped per operator at the row level. Quarterly PDF generator pulls relevant docs.
3 free tax tools (no signup)+
AMT calculator, QSBS calculator, wash sale detector. Browser-only, no data leaves the page. Educational only.
Product 3 · Frameworks + templates
Operator OS Playbook
8 frameworks + Notion templates + walkthrough video + 20+ AI advisor prompts. Self-directed packaging of the same systems that run HELM. Launching June 2026, $499 one-time.
→ Full Operator OS overview8 framework modules+
Generational Blueprint, Target Core, Allocation Architecture, Tax Architecture, Decision Hygiene, Document Architecture, Estate Architecture, Risk Map. Each is a chapter + Notion template + checklist.
Notion templates (turnkey)+
Drop-in Notion workspace. Replicates the operator dashboard structure used by HELM users who prefer DIY tooling.
20+ AI advisor prompts+
Curated prompt library — paste into your own AI session for scenario modeling, tax planning, decision review. Same pattern that runs the studio's internal workflow.
Walkthrough video (60+ min)+
Module-by-module walkthrough explaining how each framework applies to a real operator situation.
Lifetime updates + 30-day refund+
$499 one-time. All future module updates included. 30-day refund, no exit interview.