Start With a Simple Conversation
Before any planning begins, the first step is clarity.
The purpose of this call is not to sell you anything.
It’s to determine whether advanced liquidity or premium financing strategies may be appropriate for your situation.
What This Call Is
This is a 15-minute Wealth Liquidity Fit Check.
During this conversation, we will:
Understand your financial goals
Review your income and asset profile at a high level
Identify potential liquidity or estate risks
Determine whether a deeper strategy discussion makes sense
This call is designed to be efficient, professional, and respectful of your time.
What This Call Is NOT
To ensure transparency, this call is not:
a product presentation
a policy review
a sales pitch
a commitment of any kind
If there is no alignment, we will say so.
Who This Call Is Best For
This conversation is typically appropriate if you:
Earn $300,000+ annually
Have $2 million+ in net worth
Own a business or investment real estate
Are thinking about liquidity, taxes, or legacy planning
Want structure, not pressure
If this does not describe your situation, other strategies may be more appropriate.
What Happens After the Call
If the fit is confirmed:
- We’ll schedule a longer Strategy Call
- Review your financial picture in more depth
- Discuss potential planning paths
- Outline next steps, if any
If it’s not a fit, you’ll still leave with clarity.
Why We Start This Way
Advanced planning works best when:
- expectations are clear
- alignment exists
- risks are understood
- decisions are made thoughtfully
A short fit check ensures that any next steps are taken for the right reasons.
Ready to Begin?
If you believe your situation may warrant advanced planning, the next step is simple.
What to Prepare
If available, it’s helpful to have:
- a general idea of your income
- a rough estimate of net worth
- knowledge of any existing insurance or trust planning
- No documents are required for this call.