Income Architecture Audit™ · Free Look

See what your portfolio is actually producing — and what it's costing you.

Answer a few questions about your current investment picture. We'll run your numbers through our diagnostic engine and show you exactly where the gaps are — in dollars — before you commit to anything.

This diagnostic identifies capital inefficiencies only. Reallocation strategies, income optimization, and implementation are delivered through the full IAA engagement.

Free Look™ — No Obligation

Where should we send your results?

Enter your details below. Your diagnostic results will be displayed immediately — and we may follow up to walk through what we found.

Your Contact Information

Required to access your Free Look™ results.

First Name *

Last Name *

Phone Number *

Email Address *

Your information is confidential and will never be sold or shared. By continuing you agree to be contacted by Lincoln Park Private Wealth.

Your Profile

Basic information to calibrate the diagnostic. Estimates are fine.

First Name *

Age *

Filing Status *

State of Residence *

Est. Marginal Federal Tax Rate *

Years to Target Retirement / Independence

Income Goals

These inputs drive the Freedom Index™ and Annual Income Gap calculation — the core of the IAA diagnostic.

Target Annual Lifestyle Income *

What you need investments to pay you annually

Current Annual Passive Income *

Dividends, interest, distributions — estimate is fine

Current Advisory Fee

% of AUM annually — leave blank if unknown

Who Manages Your Portfolio?

Current Allocation

Rough portfolio mix

Equity %

Fixed Income %

Cash / Alternatives %

Portfolio Overview

Approximate values by account type. Estimates are acceptable — round numbers are fine.

Total Investable Assets *

Traditional IRA / 401(k) / Pre-Tax

Roth IRA / Roth 401(k)

Taxable Brokerage

Cash / Money Market / CDs

Concentrated Single-Stock Position (% of portfolio)

Portfolio Characteristics

Additional context

Unrealized Gains in Taxable Account (est.)

Unrealized Losses in Taxable Account (est.)

Holdings that apply (check all)

Actively managed mutual funds Currently doing tax-loss harvesting Income-focused portfolio strategy Private credit or alternative income

This is a diagnostic — not a report. The Free Look identifies structural findings at the category level. Full resolution, reallocation strategies, and implementation are what the paid IAA delivers. No specific investment advice is provided here.

Lincoln Park Private Wealth · IAA Free Look

Income Architecture Diagnostic

Preliminary findings — structural identification only

Freedom Index™

—

Passive income ÷ target income

Annual Income Gap

—

Target income minus current passive

10-Year Lost Opportunity

—

Cost of current structure over time

Diagnostic Summary

What this scan found

These figures are structural estimates based on the information provided. They are not investment advice. Reallocation strategies, income optimization sequencing, and implementation are delivered through the full IAA engagement.

Capital Efficiency Findings

What was flagged

Paired Analysis

Comprehensive Tax Acceleration Plan™

The IAA Free Look shows what your portfolio is costing you in income gap and capital drag. The CTAP Free Look shows what your current tax structure is costing you. Together they give you a complete picture before any engagement begins.

Run CTAP Free Look →