Perfect for individuals who need reassurance in their current plan or want to dive deeper into a specific area of interest. In these focused two-hour calls, we answer your questions, clarify strategies, and give you actionable steps you can implement immediately.
What you get in this intensive 2-hour session
- Pre-call audit: We review your current accounts and goals so time in the call is high-value.
- Targeted strategy: Custom plan for investments, tax-efficient wealth transfer, retirement, or real estate deals.
- Actionable checklist: Step-by-step items you can implement within 30, 90, and 365 days.
- Follow-up: 1 brief 15-minute follow-up to ensure momentum.
Who should book this session?
Ideal for: high-earning professionals, small business owners, military families planning benefits and survivor strategies, real estate investors, and anyone who wants clarity and a plan that produces results.
How this session changes outcomes
Most people delay decisions because they lack clear steps. Our 2-hour intensive converts uncertainty into a practical roadmap — saving time, taxes, and avoidable mistakes. We focus on measurable goals: reduce tax leakage, accelerate wealth accumulation, and lock in legacy protections.
What we cover (examples)
- Investment allocation and tax-aware strategies (Roth conversions, taxable vs tax-deferred analysis)
- Indexed Universal Life (IUL) and annuity planning for tax-free growth
- Real estate investment feasibility and deal structuring
- Legacy and estate planning coordination with insurance & trusts
Trust & Credentials
We are fiduciary-minded, licensed in insurance & real estate, experienced in investment strategies, and specialize in personalized coaching that helps clients reach their goals with confidence.
Price & Scheduling
$150 — 2-hour Strategy Session (Includes pre-call audit + 30-minute follow-up)
After payment you’ll be sent a link to schedule your session via Calendly and a short questionnaire so we can audit your situation before the call.