The Gnomon Method
Calibrate, Indicate, Orchestrate, Compound. The Gnomon Method describes our systematic approach to working with clients that seeks not only to help clients identify opportunities, but to follow through on the plan while planning windows are open to optimize their position. Choose a stage below to see what it involves.
The Calibration Plan sets the terms for the whole year
It is not a summary of your return. It is the document that establishes where you stand, what is worth doing, and — once you have chosen your step sizes at the Review — the specific goals and figures every later update is measured against.
Three years read together, your position against the lines that matter this year, and which tax rates actually touch you.
Every finding numbered, with the rule behind it, what it is worth against your own numbers, and three sizes of step.
What happens when, who owns it, and the short list of things only you can do.
The figures behind every recommendation, so nothing in the plan has to be taken on trust.
At the Review we go through it together and you choose a step size for each indication. Those choices become the goals; the figures behind them become what we track.
How we keep you calibrated
Where your income sits against the lines that matter, how much room is still open, and the record that keeps it current through the year.
$42,000 of room before the first line, and $50,000 before the second. In March you can still choose where the year lands. In December you mostly cannot.
The running record of the year — the goals you set at the Review, where each one stands, and what changed since we last looked.
It is also where a Gnetwork specialist gets named when something needs one we do not do in-house, and it is the simplest way to send us what has changed on your side. One place holding what you are aiming at and how far along it is.
Indications
Every finding is numbered, written the same way, and given a weight — the rule behind it, what it is worth against your own numbers, and three sizes of step.
What a finding looks like
Two indications as they are written, and the autumn pass that catches whatever is still open.
A suspended loss must be carried forward and applied before anything else. If a past return did not, amending is generally routine. The first thing we find is often money that was already yours.
Three real options, given three different weights. You choose the step; the plan shows what each one is worth.
The year-end pass: every indication still open while there is time to act, and a check of the books.
Orchestration
Who does what, and when — with the short list of things only you can do, raised early enough to be decisions.
How the year is run
The calendar with owners and dates, and the returns that come out the other end.
Federal and state, prepared by the same person who worked the plan all year.
What it adds up to
Each year starts from the last one, not from scratch.
What four years look like
What has been recovered and protected, what each year added, and what the same discipline projects forward.
What was captured, what is banked, and what rolls into next year.
Round figures, chosen to show how the graphics read. Nothing here is a projection or a promise.
All of this, with your numbers in it.
That is what the Calibration Plan is. It starts with a conversation.
Let's talk