Complimentary · 45 Minutes · Google Meet

Your 360° LIFE DESIGN™
Strategy Session.

A working session where we build the beginning of your personal retirement income blueprint — using your actual numbers.

Your Personal Income Gap Analysis
We calculate exactly what your retirement income gap is today — and what it costs you every month you wait.
Your Six-Force Stress Test
We run your current plan against all six retirement risk forces to show you what is protected and what is exposed.
The Beginning of Your Blueprint
You leave with a clear picture of the architecture — the two-pillar structure that resolves every force your current plan does not.
Complete Clarity. Complimentary.
The session is complimentary. You leave with your actual numbers, your actual gap, and the beginning of your actual blueprint. Clarity is the only outcome we promise.
Serving clients virtually nationwide  ·  English & Spanish
Carriers rated A or higher by AM Best  ·  Google Meet · 45 minutes
Reserve Your Session
360° LIFE DESIGN™ Strategy Session
45 Minutes
Google Meet
Complimentary
English · Spanish

Reserve Your Session

Enter your information below to reserve your complimentary 360° LIFE DESIGN™ Strategy Session.

Complimentary · English or Spanish · 45 Minutes · Google Meet

What to Expect

Three Phases. 45 Minutes.
Complete Clarity.

01
Your Reality
We begin with an honest look at where you stand: what you have saved, what income is currently guaranteed, and what the gap between your current trajectory and your actual retirement income needs is — in real numbers.
02
Your Exposure
We run your current retirement structure through the six-force diagnostic: which forces your current plan protects against, which it does not, and what the cost of that exposure is over a 20 or 30-year retirement horizon.
03
Your Architecture
We show you what the two-pillar income floor looks like for your specific situation — what Pillar One and Pillar Two do, how they interact, and what a blueprint that addresses all six forces would require. Process first. Architecture first. Always.

"I had a 401(k) and thought I had a retirement plan. Jacob showed me I had a retirement hope. In one session he gave me more clarity than fifteen years of working with advisors. I left knowing exactly what my income floor would be."

David R. · Physician · Miami, FL · Age 51

"My biggest fear was outliving my money. Jacob did not sell me anything — he built me a blueprint. I now have guaranteed income I cannot outlive and a tax-advantaged distribution strategy working alongside it. That peace of mind is priceless."

Elena M. · VP of Operations · Houston, TX · Age 54
Questions? Ask Monica →