Get the most out of our first meeting
We map goals, constraints and values before we touch any numbers or strategies.
Policies and funding rhythms you can actually sustain.
Short, practical touchpoints to help you use the system without overwhelm.
The plan grows with you and your family, today and across generations.
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Start with a quick foundation: watch our explainer, skim the FAQs, and note your questions. If you want deeper context, Nash's "Becoming Your Own Banker" is a helpful primer. This light prep helps you show up clear and get more from the conversation.
We confirm readiness, point you to any helpful prep, and outline what's coming next.
A one-on-one session (about 60 minutes) to understand your situation, objectives, and values—and to confirm mutual fit. Together we decide if there's a strong basis to work together.
It's secure and simple with no pressure. Submitting your application moves things forward; final placement only happens after approvals and your go-ahead.
Third-parties handle verifications (medicals/confirmations if needed). We keep you updated, anchored to your why, and ready for what's next.
This is the final stage of getting your policies inforce. Preferred funding of policies is set and your first premium payments are made.
Your policy or system of policies is now inforce. You will receive portal access and we review coverage details, timelines and how/when you can access your policy's cash value.
Your first onboarding session will lock in simple rhythms for the next 90 days and beyond. We will cover the foundations of using your system—from how to request a loan, repay it, and tracking your program.
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