The Architect Method
Personal capital management, tax optimization, and generational wealth structures.
Now integrating AI Training v2.0
Modern literacy for the new economy.
Institutional-grade wealth consulting paired with high-performance AI education. Build your capital. Automate your strategy.
Start 14-Day Free Trial
THEN:$24.99/mo
Equities ResearchRisk ManagementLLM OptimizationPortfolio AlphaTax Efficiency
Proprietary toolingThe AI Strategist.
The AI Strategist.
Expertise on demand.
A financial reasoning engine trained to answer any money question with a clear framework: the trade-offs, the numbers, the recommendation, and the risk. Taxes, retirement, debt, investing, business structure, or how to use AI in your own workflow.
- [01] Personalized strategy for any financial question
- [02] AI prompting frameworks for research and analysis
- [03] Tax, retirement, debt & investing playbooks
- [04] 24/7 access — unlimited questions
MORRIS_STRATEGIST_V4.0ONLINE
> Analyzing Q3 volatility benchmarks...
> Signal: Accumulate undervalued tech defensives.
QUERY: Pay off 6.5% mortgage or invest?
Guaranteed 6.5% vs uncertain equity return. Max 401(k) match first, then split remainder 60/40 principal/index.
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Placement quiz · 60 seconds
Not sure which session to book? Answer three questions.
We'll recommend which 1-on-1 consultation fits your situation — a licensed advisor session or a private banker session.
Answer all 3 questions to continue
Curriculum
Prompting for Profit
Leveraging LLMs for market research, automated analysis, and asset tracking.
Membership tiers
14-day free trial on the Trial → 3-Month plan. 6-Month, 9-Month, and Annual start billing immediately.
Rollover
Trial → 3-Month
$24.99/mo
14-day trial · rolls into 3-month subscription
- • 14-day free trial
- • 1-day grace period to cancel before the rollover
- • Auto-rolls into 3 monthly payments of $24.99
- • Full curriculum access
- • Unlimited AI Strategist
By starting a trial you agree to the Membership Terms.
No trial
6-Month Membership
$149.94 · 6 mo
$149.94 charged today · 6 months of access · one-time payment
- • Immediate access — no trial period
- • Single upfront charge of $149.94 (no monthly billing)
- • Full curriculum access
- • Unlimited AI Strategist
- • No auto-renewal — access ends after 6 months unless you re-purchase
By subscribing you agree to the Membership Terms.
No trial
9-Month Membership
$224.91 · 9 mo
$224.91 charged today · 9 months of access · one-time payment
- • Immediate access — no trial period
- • Single upfront charge of $224.91 (no monthly billing)
- • Full curriculum access
- • Unlimited AI Strategist
- • No auto-renewal — access ends after 9 months unless you re-purchase
By subscribing you agree to the Membership Terms.
Save $/yr
Annual
$299.88/yr
$299.88 charged today · renews yearly · no trial
- • Immediate access — billing starts today
- • Full curriculum access
- • Priority AI response times
- • 1-on-1 strategy kickoff
- • 1-day grace period to cancel or change before yearly renewal
Advisory
1-on-1 Licensed Advisor Consultation
$250.00/session
Personal financial guidance from a licensed advisor. Choose a virtual video call or a live messaging session.
- • 45-minute virtual call, phone call, or live messaging session
- • Personalized strategy and Q&A
- • Licensed advisor match
Book consultation
One-time purchase. No subscription required.
Premium
Private Banking
1-on-1 Licensed Private / Personal Banker
$500.00/session
Deep-dive financial planning with a licensed private banker. You leave with detailed, step-by-step actions mapped to your goals.
- • 90-minute virtual call, phone call, or live messaging session
- • Detailed goal roadmap with dates and dollar targets
- • Personalized account architecture and cash-flow plan
- • Written follow-up with next steps
Book private banker
One-time purchase. No subscription required.
Field reports
Success stories from the members.
Real outcomes from professionals, founders, and families using the Strategist, curriculum, and tools to compound their capital.
$1,240 saved
First 3 months
"I'm not a numbers person. I signed up mostly to stop feeling anxious every time I opened my banking app. The Sunday cash flow check-in takes me fifteen minutes and I finally know where my paycheck actually goes. That alone was worth it."
Jasmine T.
Teacher · Columbus, OH
Card paid off
After 3 years of minimums
"I owed about $4,800 on one card and had been paying the minimum forever. The Strategist showed me a payoff order that fit my actual paycheck — no extreme budget, no side hustle. Eight months later it was gone and I cried a little."
Marcus D.
Warehouse Supervisor · Chicago, IL
$0 → $2,500
First emergency fund
"We've been living paycheck to paycheck since our second kid was born. The first win was automating $75 a week into a separate account. Our car needed brakes last month and for the first time we just... paid for it."
Alicia & Jordan R.
Parents of two · Denver, CO
On track by 65
First real retirement plan
"I'm 47 and always felt behind. The projection tool didn't sugarcoat it, but it also showed me it wasn't hopeless. I moved my 401(k) up 2% and stopped leaving my HSA in cash. Small stuff, but I can actually see the plan now."
Renee W.
Office Manager · Phoenix, AZ
$400 → $3,100
Savings in 9 months
"Grad school stipend, student loans, the whole thing. I asked an embarrassingly basic question at midnight and got a real, kind answer with a plan. That mattered. It's the first time in my life I've had any kind of cushion."
Sam K.
Graduate Student · Boston, MA
1 clear plan
After years of guessing
"I've been self-employed for six years and taxes always ambush me in April. I asked a plain-English question about quarterly payments and got a checklist I could actually follow. This year I owed less and slept better."
Devon M.
Freelance Designer · Miami, FL
Composite member outcomes · Individual results vary