Appointment Center
Choose the right appointment for where you are now.
Choose a recommended journey appointment or select another way to meet when you need something specific.
START OR CONTINUE HERE
Your Appointment Journey
These are recommended appointments that may be part of your planning process. Your strategist will help determine what comes next.
-
1Book this stepStep 1 · Appointment & Discovery1 hour
Initial Strategy Call
Begin the BPP client journey, identify priorities, and determine the best next step.
-
2Book this stepStep 21 hour
Athlete Financial Blueprint™
A guided strategy conversation for student and professional athletes to organize income, protection, financial habits, advisory coordination, and life after the game.
-
3Book this stepStep 31 hour
NextGen Wealth Strategy™
A family-centered strategy conversation for building protection, opportunity, financial understanding, and long-term wealth for the next generation.
-
4Book this stepStep 41 hour
Creative Continuity Strategy™
A guided financial strategy conversation for creatives with variable, project-based, royalty, residual, seasonal, or independent income.
-
5Book this stepStep 51 hour 15 minutes
Family Legacy Lab™
A guided family organization and legacy-preparedness experience for the people, protections, documents, assets, instructions, contacts, and decisions that matter.
-
6Book this stepStep 645 minutes
Community Program Consultation
A planning conversation for schools, churches, nonprofits, employers, professional groups, libraries, and community organizations exploring a BPP education program.
-
7Book this stepStep 7 · Wealth Analysis1 hour 30 minutes
Wealth Analysis / PFC
Complete or continue the household Wealth Analysis/PFC with a BPP Wealth Strategist.
-
8Book this stepStep 8 · Recommendation1 hour 30 minutes
Recommendation and Application
Review the recommended strategy, answer questions, and complete the application when ready.
-
9Book this stepStep 9 · Carrier Processing45 minutes
Policy or Contract Delivery
Review approved coverage or contract details, delivery requirements, and service expectations.
OTHER WAYS TO MEET
More Ways to Meet
Need something outside your planning journey? Choose the appointment that fits what you need.
Annual Review
Review changes, goals, beneficiaries, coverage, and next-year planning needs.
Business Opportunity Call
Explore the BPP Agency business opportunity, learn how partnering with our team works, and discuss next steps if you decide to move forward.
Meet & Greet
A casual conversation to connect, get acquainted, and continue the conversation.