Meeting Prep

A secure place to send statements before the call.

If you already have the paperwork in hand, this lets the first conversation start from the actual statement instead of guesses. Upload photos, PDFs, or CSV exports securely and the system will generate a plain-English internal summary for meeting preparation.

Secure Statement Upload

Send statements before the meeting.

This portal is for prospective clients who want the meeting to start from the actual documents instead of a blank page. Upload clear statement pages, PDFs, or CSV exports you want reviewed. The files are sent over HTTPS, stored in a private bucket, and used only for meeting preparation.

Full nameEmailPhoneMeeting timingWhat should be reviewed?Statement filesI understand these files are for meeting preparation only. They may be reviewed by AI to create an internal plain-English summary from uploaded images, PDFs, and CSV exports, but not used to make any automated recommendation or shared outside the firm's intake workflow.I'd also like occasional updates from Dan about planning topics and new resources. Optional.

Book a meeting first

Upload up to 4 files. JPG, PNG, WEBP, PDF, and CSV supported.