Where Experience Meets A.I.
Three concierge products. One purpose: the family can act.
Personal Data Registry $1,250 · Family Emergency Instruction Manual $500 · Risk Analysis $500.
01
Personal Data Registry
Assemble your most critical information.
$1,250
A structured master file of accounts, policies, deeds, credentials, and instructions, secured on a Kingston IronKey Keypad 200 that remains in your possession.
02
Family Emergency Instruction Manual
Instructions your family will need in a life emergency.
$500
First-24-hours call order, handling instructions for each major asset, and the wishes a will will not say aloud.
03
Risk Analysis
Financial Asset Security
Discover the risk a “diversified” portfolio can still hide.
$500
A clear-eyed reading of post-65 sequence, concentration, and redundancy dressed as diversification. Educational — not a product pitch.