Book

Thirty minutes. Your numbers. No pressure.

Pick a time below. The Zoom link comes by email and text. Camera optional on your side; mine will be on.

Rather talk first? Call or text (305) 331-6906.

What to have ready

Your age
The monthly amount you had in mind
The age you'd like the option to stop working

That's it. No documents.

How the 30 minutes go

1 · 5 min
Your why.

What you want the money to do, and when.
2 · 6 min
How it works.

Plain terms. No jargon you have to take on faith.
3 · 5 min
Fit and the cons.

Where it sits next to other tools, and what can go wrong.
4 · 8 min
Your numbers.

The illustration, built live from your inputs.
5 · 6 min
Your decision.

Apply, adjust, or walk away. All three are fine.

At the end

Let's apply. We start the application on the call; you see the final offer before anything is in force.
Change one input. I re-run it while you watch.
Not for me. Completely fine. I'll tell you what I'd look at instead.

Illustrated values are hypothetical and not guaranteed; policy charges apply every year.

What you'll see

The shape of your illustration.

Every column, including policy charges in dollars and the guaranteed column next to the projected one. Three questions answered before you ask them.

Illustration, built live on the callSample layout

This is the shape of what you'll see. The numbers are yours, built on the call from your age and your budget. Every projected value is hypothetical and not guaranteed.