Plan in Chalk.
Chisel in stone.
The Chalk FORMula
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1 . Coffee Chat
In our first call, we’ll have a relaxed conversation to get acquainted, understand your vision, and ensure we’re a great fit. Grab your coffee ☕️ and let’s chat!
~30 minutes
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2. Chalk It Out
In this meeting, we will discuss your circumstances, identify and prioritize your goals, and review your current and potential course(s) of action.
~60-90 minutes
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3. Calibrate Your Plan
We review your personalized one-page plan to discuss potential risks and estate planning options. Then, we will guide you through the implementation process for your preferred path forward.
~60-90 minutes + ongoing
Why
2/3 Americans Worry More about Running Out of Money than Death
68% of Americans Don't Have an Estate Plan
What
Estate Planning
Income-Focused Insurance Solutions
Personal Pensions
Annuities and Life Insurance
Risk Analysis and Management
Who
Jay Everett Kadlec
Family man and money nerd.
“I work with you to find the critical financial risks that proper estate and insurance planning could avoid, lessen, or at least bring you awareness of what could substantially impact your life. I am a teacher, first and foremost. I use real-talk-plain-speak rather than industry jargon so that you have a plan you can understand. Your story and where you’re trying to get to matter most to me. Your goals change over time, so I “plan in chalk.” Adapting and fighting for your ideal outcome, ensuring that you come first. I’ve served in this capacity since 2018 and will continue until at least 2055, likely being there for you, your children, and your grandchildren. With how Americans keep living longer, I may even be a resource to your great-grandchildren!
I also aim to inject some fun along the way…so be warned, some puns may make you cringe.”Insurance NPN 18005247 \ TN Notary
Where
Knoxville, TN and Nationwide.
If you are physically nearby and prefer to meet in person, let’s do so!
For everyone else, video calls and the phone are our friends.