Palatino Financial Clarity Session

Service Description

The Palatino Financial Clarity Session is a focused, private conversation designed to help individuals and families understand what decision they are actually facing—before attempting to solve it. The session surfaces decision tension, clarifies uncertainty, and identifies where structure may be missing. It is intentionally diagnostic, not prescriptive, and helps determine whether deeper design work (such as the Palatino Blueprint™ Design) is the appropriate next step. This is not a planning meeting or a product discussion. It is an orientation step meant to restore clarity and direction.