YOUR PRIVATE CONVERSATION
WHAT WE WILL DISCUSS
Your starting point.
Private Estate Trust formation and coaching.
Private Estate Banking and the live illustration workshop.
FIA capital staging and ROBS business funding.
Accounting, bookkeeping, and 1041 School.
Private Family Ministry formation and operations.
The books and the questions they opened.
The council reviews your introduction. The team follows up to arrange the appropriate conversation. Please leave account numbers and other sensitive financial details out of this initial inquiry.
HOW WE REACH YOU
Your name and a way to reach you.
Your first name and your last name.
Your email.
Your phone.
That is how we reach you about this conversation.
WHAT YOU ARE TELLING US
Your situation, in your words.
We want this information because it helps us on the call.
A few words about where you are, and what you hope to work through, means we sit down already oriented to you. The trust, the banking, a ministry, the books, or the question that will not wait. Whatever is true for you.
You do not need a polished answer. Tell us what you have built and what you want the hour to clear up. We will take it from there.
When you finish, you sign the agreement. Then you pick a time and pay.
Leave account numbers and other sensitive financial details off this form.
THIS CONVERSATION
This is not the right time.
Our work is for people who have at least $500 a month in discretionary income. We hope to work with you when that is true.
THIS CONVERSATION
We cannot take this on right now.
We cannot work with someone who has a current bankruptcy, a lawsuit, or an unresolved legal matter.
THIS CONVERSATION
This is for U.S. residents.
This conversation is for legal residents of the United States.