Clarity Sessions
Your Roadmap Strategy: From Risk Score to Action Plan. Most homeowners don’t need hype. They need someone to help them think clearly.
1. Initial Discovery Call (10–15 mins)
A short conversation to understand your situation and whether planning is needed.
What we cover: Your current position, whether any of the 3 Traps may be affecting you , and whether a deeper session makes sense.
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Your current position,
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What are your property goals,
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Whether any of the 3 Traps may be affecting you
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Whether a deeper session makes sense.
2. Full Clarity Session (45–60 mins)
A structured discussion for homeowners exploring a significant decision either to upgrade, right-size, cash-out, or long-term planning.
We’ll go through:
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Detailed understanding of your current position,
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Detailed understanding of what you would like to achieve and the timeframe
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How to navigate any of the 3 traps that may apply,
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How to position your property moves for next 10–20 years, whether to stay, move, restructure, or prepare for later.
PREREQUISITE: You must complete the Structural Trap Risk Scorecard and be open to sharing more financial details before booking this session. This ensures our time is focused on strategy, not basic data collection.
Which Should You Choose?
If you haven't yet, Get Your Score First.
If you have your score and ready to explore an action plan, Go straight to the Full Clarity Session.
All sessions are held fully on an exploratory basis, there is no compulsion for you or myself to move on further unless we are both in agreement to the proposed plan