Clarity Session

Service Description

A Palatino Clarity Session is a calm, structured financial clarity session designed to help you understand the foundational elements of your financial life with more confidence, alignment, and simplicity. It’s not financial planning and not a product conversation - it’s a clarity-first review of the areas that quietly determine your long-term stability and protection. No preparation is required; just a conversational walkthrough of the essentials that support your financial well-being. What We Cover During Your Clarity Session 1. Income Protection: We review what would happen if your income were disrupted due to illness, injury, or unexpected life events. 2. Liquidity Readiness: We examine your access to cash, emergency reserves, and the flexibility of your financial structure. 3. Organization & Alignment: Together we look at how your accounts, beneficiaries, documents, and policies are organized—and whether they align with your current intentions. 4. Legacy Basics: We cover the essential pieces that protect the people you care about: beneficiaries, will/estate basics, guardianship. What You Will Experience: A Clarity Session feels like a thoughtful, structured conversation—not a sales meeting. You’ll receive: 1. A clear snapshot of where you stand today 2. Insight into small gaps or risks you may not be aware of 3. Simple, actionable next steps for the next 30–60 days 4. A calmer, more confident understanding of your financial direction Who a Clarity Session Is For: 1. This financial clarity session is ideal for: 2. Families wanting more organization 3. Founders who carry their financial life “in their head” 4. Busy professionals who haven’t reviewed coverage or beneficiaries in years 5. Small-business owners with income dependent on their ability to work By the end of your session, you’ll know: 1. What’s strong 2. What’s exposed 3. What needs updating 4. Which steps will create the biggest improvements You’ll also receive personalized Clarity Notes, summarizing your insights and next steps. No pressure. No obligations.