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Schedule Your Blueprint™ Design Session.
This session is for individuals and families facing important financial decisions who want structure before they act.
The Palatino Blueprint™ Design is a private, guided working session that turns clarity into a usable decision framework—supported by human judgment and Taurion.
This is not a sales call. It is a design session.
Who This Session Is For.
You’re likely in the right place if:
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One or more meaningful decisions are approaching
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Your financial picture feels complex, not disorganized
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You want to understand dependencies and trade-offs before acting
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You value structure over reassurance
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You prefer thoughtful design to reactive advice
This session is especially relevant around:
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Liquidity events
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Business transitions or exits
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Income or role changes
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Shifts in risk tolerance or responsibility
Who This Is Not For.
This session is not a fit if you are:
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Looking for product recommendations
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Price-shopping for financial services
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Seeking quick validation of a decision already made
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Expecting ongoing management without first designing the structure
Starting with design is intentional. It saves time later.
What Happens in the Blueprint™ Design Session.
This is a working session, not a presentation.
During the session, we will:
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Clarify the specific decision(s) in view
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Map how income, assets, obligations, and protection interact
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Surface hidden dependencies and pressure points
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Establish decision priorities and guardrails
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Identify what should happen now, later, or not at all yet
Taurion’s role is to support the conversation by:
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Establishing clear decision context
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Surfacing relevant insights tied to that context
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Generating recommendation options grounded in trade-offs
Palatino applies judgment. You retain control.
What You Walk Away With.
After the design process, you will have:
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A clear Blueprint view of your financial system
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A prioritized decision map
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Explicit decision guardrails
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A structured “what happens next” path
Many clients describe the outcome as relief, because decisions stop looping.
Session Details.
Format:
Private, 1:1 design session
Duration:
60–90 minutes
Preparation:
Light pre-work to frame decisions
Outcome:
A structured Blueprint, not a pitchesign.
There is no obligation to proceed beyond the design.
Before You Schedule.
If you’re still working through what decision you need to make,
you may want to begin upstream.
👉 Start with Clarity
(Shorter, diagnostic step to surface decision tension before design)
Schedule Your Session.
When you’re ready, schedule a session. This session is intentionally limited to ensure depth and focus.
Private. Structured. No obligation beyond the design.
If important decisions are approaching, this is where they should be designed.
You will never be pressured to implement solutions or purchase products as part of this session.
Not sure this is the right step yet?