Gravity Wealth Advisor Portal
Welcome, Advisor
Everything you need to deliver a world-class Options Report™ is right here.
The question that changes everything starts with you.
The question that changes everything starts with you.
Your Status
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Report Generators
Options Report™ Session
Options Report™ Generator
$497 Session
Score all 8 value drivers, assess 6 exit paths, calculate value range, and generate the complete Options Report™.
Open Generator →
Own Your Options™ Audit
Audit Report Generator
$997 Session
Deep-dive audit with dual scorecard (Options + Sellability), urgent gaps, and the single most important next move.
Open Generator →
Sellability Assessment
GRAVITY Method™ Generator
$2,500+ · 7 Deliverables
Full GRAVITY Method™ — all 7 phases (G through Y) — generates the complete 7-deliverable Sellability Assessment report.
Open Generator →
My Progress
0
Reports Delivered
Total approved
10
Supervised Remaining
Until independent
0
Pending Review
Awaiting Arja
0
Training Complete
Modules finished
Announcements
From Arja · Gravity Wealth HQ
Welcome to the Gravity Wealth Advisor Portal. Everything you need to deliver world-class Options Reports™ is here. Your first step: complete your training modules and pass your certification assessment. I'm on the other side of it, ready to review your first report. — Arja Eggleston, CEPA®
Advisor Tools
Report Generators
Open any generator in a new tab. Complete all sections, then generate the report as a PDF. All data stays in your browser — nothing is stored on a server. Note: all generator files must be uploaded to the same folder as this portal for the links below to work. If the tools are hosted at separate web addresses, update the links in the Admin Panel or contact Arja.
Options Report™ Session · $497
Options Report™ Generator v2
Score all 8 value drivers · 6 exit paths · Value range calculator · Auto-generated valuation disclaimer · Score tier labels (Foundation / Building / Scaling / Exit-Ready) · Generates complete Options Report™ PDF
Own Your Options™ Audit · $997
Audit Report Generator
Full Options Report™ · Dual scorecard (Options + Sellability Score) · Urgent gaps analysis · The Single Most Important Next Move · Strategic narrative · Recommended next engagement
Sellability Assessment · $2,500+ · 7 Deliverables
GRAVITY Method™ Report Generator
Full GRAVITY Method™ — all 7 phases (G through Y) · G: Wealth Readiness Audit · R: Options Report™ + Sellability Scorecard · A: Business Architecture Plan · V: Tax Strategy Plan · I: Scale Strategy Plan · T: Exit Readiness Plan · Y: Legacy Strategy Summary
Client Deliverable
Client Portal Template
Generate a personalized client portal for each client. Includes their scorecard, roadmap, report download link, and booking options. Password-protected with a client-specific access code.
Reference Library
Documents & Scripts
All proprietary Gravity Wealth advisor documents. Read before every session. These are your standards — not suggestions.
📚 The GRAVITY Method™
Delivery Guide
GRAVITY Method™ Delivery Guide
The complete advisor guide to delivering the GRAVITY Method™ framework across all engagements.
View DocumentQuick Reference
8 Value Drivers Overview
One-page pre-session reference. Read before every Options Report™ Session.
View DocumentQ&A Bank
Common Q&A Bank
24 client questions across 6 categories — including valuation pushback and tough emotional moments.
View DocumentRequired Reading
Valuation Language Guide
Non-negotiable. Read before every session. Approved and prohibited language for value discussions.
View Document📋 Standards & Scoring
Scoring Reference
Scoring Anchors — All 16 Sets
The official scoring standard for all 8 Value Drivers and all 8 Sellability Dimensions. Low / Developing / Strong anchors, session questions, and observation prompts for every driver. No score above 6 without evidence.
Open Reference →Value Range Reference
Industry Multiple Reference Table
IBBA/Pratt's Stats public multiple ranges for 18 industries. SDE and revenue basis noted. Use as a starting point — verify against current market data before every session. Low and high range, key factors per industry.
View Table →Phase 1.4
Report Quality Standard
Pre-delivery checklist. Every item. Sign it. File it. Submit with your first 10 reports.
View Document👤 Session Scripts
Phase 2.2 · $497
Options Report™ Session Script
Step-by-step 90-minute session script. SAY, DO, IF, and NOTE blocks. Follow it precisely.
View ScriptAudit Script · $997
Own Your Options™ Audit Script
1 session, 90 minutes. Deep-dive on the single most urgent gap. One specific written next move.
View ScriptSellability Script · $2,500+
Sellability Assessment Script
2 sessions. Full GRAVITY Method™. G through Y. Detailed step-by-step for both sessions.
View ScriptPhase 2.4
Follow-Up Email Sequence
3-email post-delivery sequence. Personalization fields required. Send within 24 hours of delivery.
View SequenceMy Reports
First 10 Report Tracker
Track each of your first 10 reports through the Arja review process. Every report must be approved before delivery to the client.
The Rule
Your first 10 reports are submitted to Arja Eggleston for review and approval before delivery. Once you receive approval, you may deliver to the client. After 10 approved reports, you graduate to independent delivery.
| # | Client / Business | Session Date | Submitted | Status | Notes |
|---|
Submit reports to: arja@gravitywealth.net · Include the signed Pre-Delivery Checklist with every submission.
Advisor Training
Training Modules
Complete all five modules before your certification assessment. Check off each item as you complete it — your progress is saved in this browser.
Non-Negotiables
Standards & Non-Negotiable Rules
These rules apply to every engagement, every report, every advisor. There are no exceptions.
In-Session Reference
Scoring Reference
Use this page during sessions alongside the report generator. Expand any driver or dimension to see scoring anchors, session questions, and observation prompts. The cardinal rule applies to every score: No score above 6 without specific, named evidence from the client in session.
8 Value Drivers
8 Sellability Dimensions
Industry Multiples
Data Source & Disclaimer
Source: IBBA Market Pulse Report (publicly available) · Pratt's Stats public summaries. These are market ranges, not guarantees. Always verify against current data before use. Never present a multiple without the required planning range disclaimer. The actual multiple depends on the strength of all 8 value drivers.
| Industry | Basis | Low × | High × | Key Factors |
|---|
Last updated: See Scoring Anchors document for current date · Verify before every session.
Advisor Support
Support & Community
You are not operating alone. Here is how to get support, connect with the advisor community, and escalate when needed.
Monthly Advisor Call
First Thursday of every month · 60 minutes · All active advisors. Deep dive topic + open Q&A + Arja's close. Attendance required — 3 unexcused absences triggers a check-in.
View Schedule
Advisor Slack Channel
The Gravity Wealth Advisor Network. Scoring questions, valuation language checks, difficult client situations, wins and lessons. Arja responds within 48 business hours.
Join Channel
Direct Line to Arja
For situations that require Arja's input before you proceed: client disputes, valuation concerns, quality questions, or anything that doesn't feel right.
arja@gravitywealth.net
Own Your Options™ — The Book
The book behind the methodology. Required reading for every Gravity Wealth advisor. Order on Amazon or KDP.
Get the Book
Situations That Always Require Arja First
Admin Only
Admin Panel
Manage advisor access codes, announcements, and portal settings. Visible to Arja only.
Advisor Access Codes
Add New Advisor
✓ Advisor added successfully.
Post Announcement
✓ Announcement posted.
Admin Access
The admin panel is only visible when logged in with the admin code. To access admin: log in with name "Arja Eggleston" and code GRAVITYadmin2024 (change this after first login).
✓ Admin code updated.