Don't delay your launch because you're...
not confident you're asking ChatGPT the right questions
struggling through spreadsheets and formulas
saving thousands to pay for expensive consultants
unsatisfied with tools that ignore YOUR goals
Occam's Model starts with YOU
Take stock of your current finances and set your lifestyle goal. Then, design a business model for your idea to get you there.
QUICK COMPARISON
How We Stack Up
The bottom line: High quality, personalized results—faster and more affordable than any alternative.
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Occam's Model
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ChatGPT | Templates | Consultants | Other Software (like LivePlan) | |
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| QUALITY | |||||
| Personalized Planning |
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You-First
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| Integrated With YOUR Finances |
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Full Integration
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| Credibility & Accuracy | ● | ● | ● |
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| Educational Guidance |
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Beginner-friendly
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| COST | |||||
| Price |
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$99/yr
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$240/yr for Plus
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Free
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$1,000+ for a few hrs
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$200-$300/yr
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| Time to Results |
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~1 Hour
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Days/Weeks
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Days/Weeks
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Weeks
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Hours
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| Effort |
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Minimal
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High
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Very High
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Low
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Medium
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Context Is Everything
ChatGPT's Challenge
- Generic advice without your specific numbers
- You need to know what questions to ask
- No data integration or calculations
- Requires constant back-and-forth refinement
Our Platform Advantage
- Structured modules focus you on what matters
- Interconnected, 24-month business & personal forecast
- Precise calculations, not approximations
Our AI Advantage
- Hyper-personalized advice on YOUR results
- Comprehensive context documentation built-in
Real Example: Marketing a Coaching Business
Response to "what's the best place to market my coaching business? how much should I spend there?"
Dynamic. Simple.
Template Challenges
- Hours of manual formula configuration
- Learning complex financial calculations yourself
- No validation—easy to make critical errors
- Zero educational context or explanations
- Static snapshots that break with changes
Our Solution
- Pre-built calculations that just work
- We handle the financial complexity for you
- Built-in validation catches errors automatically
- Educational modals explain every term
- Live updates—change one thing, update everything
Spreadsheet Setup
Our Platform
The Effort Gap
With Spreadsheets, You Handle:
With Occam's Model, We Handle:
Everything. You just input your numbers.
Calculations, validation, education, updates—all automated.
Same Expertise, Fraction of the Cost
The Consultant Path
- $1,000+ for 2-4 hours and a short plan
- Expensive way to go up the learning curve
- Every question = another billable hour
The Occam Way
- $99 for a year of answers
- Personalized results you can revisit and revise at any time
- Educational format and trained AI help you understand every number
- Live expert support available to answer any final questions
Cost Comparison
Consultant Only
Occam's Model
Built by a Team Trained
at the Highest Standards
Investment Banking
Built models for corporate mergers, IPOs, and financings
Private Equity
Acquired and grew businesses across sizes & industries
Tax & Deal Structuring
Executed deals in various tax jurisdictions
You-First, From Tools to Pricing
Their Approach: Business-First
- Start with market sizing and industry reports
- Focus on growth projections and TAM
- Modules that ignore your personal finances
- Built for investors, not operators
Our Approach: You-First
- Start with YOUR current finances and life goals
- Build a tailored plan from the bottom-up
- Wall Street rigor for operators moving quickly
- Get answers without jargon
The Difference: We design a business plan for your lifestyle, not a lifestyle for your business plan.
Simple, Direct Pricing
Clear signal, no noise. Just the tools you need to build your first business plan.
Other Providers
$200-$300/year for too much
Overwhelming feature bloat with dozens of tools you don't need means more confusion, not answers.
Occam's Model
$99/year for what matters
Focused tools built specifically for creating your first business plan. Nothing more, nothing less.
FREQUENTLY ASKED QUESTIONS
Still Have Questions?
Named after Occam's Razor—the principle that the simplest solution is usually the right one.
Business planning doesn't need to be complicated. We've distilled it to what actually matters: YOUR goals, YOUR finances, YOUR path forward. No unnecessary complexity. No generic templates. Just the simplest, most effective way to design a tailored business plan for your lifestyle goals—without compromising accuracy.
Not at all! That's the whole point. We abstract the complexity and provide educational guidance throughout. Every financial term includes a simple explanation via modals. You don't need to understand tax brackets or financial formulas—we handle that for you. Just input your information, and we'll guide you through the rest.
We take the most advanced models on the market, train them with proprietary research and strategy documentation, and then provide them with optimized structures of your real-time results. Our researcher, Sagan, sees your pricing and cost inputs, catches what you're missing or overpaying for, and then makes recommendations based on current pricing and cited sources. Our advisor, Occam, sees your results for each Blueprint, helps you understand them in plain terms, and provides tested, action-oriented insights.
Perfect! We've got experts on call that you can schedule time with at your convenience. If you then still want to chat with a local consultant, take our comprehensive analysis and validation-ready outputs with you for a short, focused session to address your specific nuances. Having one brief session, where you come prepared with specific questions, will save you thousands.
Ready for You-First Planning?
Wall Street rigor. Main Street simplicity. Your goals first.
Start Free Learn How It Works