Finn and the staff
Behind every fortune is a staff. Yours starts with Finn.
Finn is the chief of staff. Six managers report to Finn, specialists report to the managers, and all of them answer to the two of you.
Finn
You never see a dashboard first. You see Finn.
Finn is the one voice of the staff. Everything the office does overnight reaches you through Finn, in plain words.
Texts you both
In the group chat or one to one. Finn carries each yes between you, so neither of you chases the other.
OpenReads you the morning
The daily briefing is four pages, written overnight. Read it, hear it or print it.
OpenRuns the Money Date
Once a week the house meets. Finn sets the agenda from the week, so nobody plays accountant.
OpenBrings in a person
When a gap needs a licensed coach or therapist, Finn finds one who reads the record first. Two yeses add them.
OpenTry it
Finn asks. The two of you decide.
This is a real exchange from the staff. Nothing moves until both of you say yes.
The Carter House
- Each month
- $38
- Each year
- $456
- Coverage
- Same
You’re holding both phones. Press each key, or try a no.
Amanda
Josh
The chain of command
Six managers. Nobody goes around the chain.
Specialists report to a manager. Managers report to Finn. Finn reports to you. One clear line means one clear answer.
| The manager | The job | Specialists on the bench |
|---|---|---|
| The Controller | Closes the books, pays the bills and catches the leaks. | Margin, Anchor, Concierge, Parley, Lever |
| The Strategist | Turns goals into plans and keeps the house on pace. | Goals, Plans, Sapling, Perk |
| The Steward | Watches what the house owns and owes: debt, property and investments. | Ladder, Deed, Porch, Keel, Steady, Quill |
| The Guardian | Guards the downside: insurance, identity and fraud. | Armor, Cipher, Willow |
| The Analyst | Keeps the record, scores the house and writes the reports. | Record, Score, Reports |
| The Herald | Writes the daily briefing and Merger Wire. | Briefing, Wire |
How the work gets done
Every specialist runs the same five steps.
- Something changes.A paycheck lands, a policy comes up for renewal, a charge bills twice.
- The specialist watches.It gathers what the record already knows about your house.
- It brings one clear move.A report, a flag or a recommendation, with the math shown.
- A second pass checks it.Nothing reaches you until it has been verified.
- You both say yes.The move is made, logged and scored. A miss is written back into the playbook.
The rules of the staff
What the staff may never do.
Earn on its advice
No one on the staff earns a cent on what it recommends. It answers to the house and to no one else.
Move alone
Every move waits for both partners. A yes by text opens the app, and you confirm there.
Push past a no
A no stops the move. Finn may bring it back once. Two noes rest it for 90 days. The staff is never scored on how often you say yes.
Judge you
The staff reads every signal in the house. It helps. It does not judge.
Take credit for the market
The staff is scored on the leaks it closes and the rungs the house earns. Never on what stocks did.
Share your house
Your data is anonymized before processing and never used to train models.