The ERX System™ is the operating architecture we use once engaged.
It provides a structured, repeatable method for coordinating decisions across capital, tax strategy, estate planning, entity design, and risk—so decisions are not made in isolation and do not drift over time.
This is not a set of meetings. It is an operating system.
Blueprint → SOAP → Map → Governance
Blueprint
We establish a decision-grade view of the full landscape before irreversible moves are made—balance sheet, cash flows, entities, constraints, exposures, and timing.
The objective is clarity before commitment.
SOAP
We maintain a structured decision record using a disciplined SOAP format (Subjective, Objective, Assessment, Plan).
Assumptions are explicit. Tradeoffs are documented. Rationale is preserved—so decisions are revisited intelligently, not re-litigated.
Map
We sequence execution across time, entities, and professional responsibility.
Actions are ordered. Ownership is clear. Dependencies are respected. Execution proceeds without dropped handoffs or conflicting moves.
Governance
We establish a review cadence as conditions evolve.
Assumptions are refreshed. The decision record stays current. The system adapts without losing coherence.
This is a living framework—not a one-time plan.
What the System Produces
One decision record. One execution sequence. Clear decision rights.
A framework your CPAs, attorneys, trustees, and specialists can work inside—without collision. ERX does not replace your professionals. We provide the architecture that allows their work to compound.
