Grounded Gus, powering the professionals at Grounded Wealth and Grounded One.
Gus for Practitioners
Built for the meeting after the meeting.
The work that defines a practice rarely happens in the meeting. It happens in the hour before — walking in informed instead of cold — and in the hour after, when the note, the follow-up, and the legacy annuity all need a second look. Grounded Gus, by Grounded One, does that quiet work on both sides, and hands it back to you for the parts only a Practitioner should do.
The quiet prep
The hour before the meeting — informed, not improvised.
Walking into a meeting cold is the most expensive minute of a Practitioner's day. Gus reads what's changed, summons what was promised last time, and drafts the right questions for this one — so the conversation can start steady.
- Last meeting, summoned in seconds.Open a household and Gus pulls up the prior note, the staged actions that landed, and the ones still open — so the next conversation starts where the last one ended.
- What's changed, in plain language.A refinance, a new beneficiary form, an equity grant that vested. Gus reads what's come in since last time and frames it the way you'd brief a colleague.
- The right ask, on a notecard.A short list of what's worth asking this meeting, drawn from the seven Practice Domains. You walk in knowing the questions — not searching for them.
The quiet work
The hour after the meeting — handed back to the Practitioner.
Grounded Gus is built for the work that defines a practice but never makes it onto a calendar — the note, the follow-up, the legacy annuity that needs a second look. Gus stages it. You keep the relationship.
- The hour after, returned.The work that used to live in the hour after a meeting — drafting the note, chasing follow-ups, mapping action items — is staged for you when you sit down.
- Members feel the difference.Less screen, more eye contact. Notes show up faster, follow-ups don't slip, and the next conversation starts where the last one ended.
- Practitioner stays the moat.Every note, every action card, every CRM sync waits for your review. Gus drafts. You decide. The audit log records every step.
What it does
Capture, stage, sync. Nothing skipped, nothing automated past your approval.
Capture
Drop a recording or capture live. Gus produces a structured CRM-ready note across the seven Practice Domains — written the way you'd write it.
Stage
Action cards surface what the meeting would have missed: protection gaps, cash drag, legacy assets sitting at old brokers. Each card is staged, not sent.
Sync
You review. You edit. You approve. One click syncs the final note and an audit trail of executed actions to your CRM. The Practitioner stays in the loop.
How it stays grounded
The Practitioner is the moat. Gus protects that.
A workspace that ships a note before the human reviewed it isn't a workspace, it's a liability. Every step in the Grounded Gus flow is staged for review.
- 01Human-in-the-loop by design. Nothing leaves the workspace until you approve it.
- 02No member PII — Social Security numbers, account numbers, and the like — accepted from the consumer Gus.
- 03Compliance log records every staged action, every edit, every sync.
Open beta for Grounded Wealth
Bring the post-meeting workspace to your practice.
Walk through a sample meeting end-to-end with the Grounded Wealth team. We'll show you the note, the action cards, and the CRM sync — and answer the questions only a Practitioner thinks to ask.