Meeting summary in → full credentialed planning analysis out. Powered by Scott — the AI planning brain trained on Nate's full methodology corpus.
ChFCSeries 65Series 7Series 6FL Producer
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Internal planning tool. Enter access code to continue.
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💾 Saved Cases — locally stored on this browser · survives refresh · no PII (first name + age only)
Last viewed case auto-restores on page load.
📝 Meeting Notes — First names + ages only · no last names, addresses, account numbers, DOBs, or other PII
Analyzing — this takes 2-4 minutes…
👤 Client Snapshot — First name + age only (PII-compliant)
📋 Executive Summary
🧩 Client Segments — from the 16-profile taxonomy · curates the calculator path
⚖️ Compliance Constraints — hard rules baked into the recommendations
🚨 Critical Issues — ranked by severity × urgency
💵 Income Gap Analysis
🛡️ Protection Status
🎯 Scenarios — quantified projections with success probability
🎯 Planning Recommendations
✅ Next Steps
🧠 Behavioral Notes (ChFC)
⚖️ Compliance & Standards of Care
❓ Open Questions for Next Meeting
📐 Assumptions Made
✉️ Recap Letter — Outlook Ready — quote placeholders highlighted in yellow · Nate's tasks vs. client's tasks split into tables
Click any yellow [QUOTE PLACEHOLDER] to fill in a real number.
📄 Other Document Drafts — next-meeting agenda · plain-language summary · fact-finder · click to expand
🧮 Suggested Calculator Path — AI's curated workflow · click any step to open the calculator with values pre-filled
Each click opens the calculator at virtuals-mac-mini.tailea7989.ts.net:18792 with the client profile already saved to localStorage — the calculator's input fields auto-populate. (Requires Tailscale access — click while connected to your tailnet.)
🧮 All Relevant Calculator Pre-fills — complete list, not just the prioritized path
Building PDF — about 10-20 seconds…
⚡ Voice QuickFacts — speak the client onboarding notes · AI fills the QuickFacts form · PDF emailed to natecocco@gmail.com