Client Pulse+by SMIB Management
For the ones you'll leave behind

When the day comes, your family will know exactly where to start.

Your free Client Pulse+ Report gathers everything in one gentle, organized place: the will, the policies, the accounts, the property, and the people to call. The ones you love can grieve without also having to search.

Get my free Pulse+ Report Would your family know where to start?
Free No hidden costs No obligation
Three moments every family knows

Love remembers everything. Paperwork doesn't.

The album

She knows every photograph by heart. She has no idea where the life insurance policy is.

The service

Today he's holding his mother up. Next week he'll be holding a stack of mail neither of them understands.

The folder

Forty years of statements, deeds and policies. None of it was ever explained to her.

It doesn't have to be this way.

While you're both here, let us put your family's whole picture in one place: what exists, where it is, who to call, and what's still missing. It costs you nothing, and it may be the kindest gift you ever give the person you love.

What's in your free Pulse+ Report

A clear map, and one person to call.

Everything in one placeAccounts, investments, property, retirement, insurance and business interests, gathered and explained in plain English.
Where everything isWhich institution, which drawer, which advisor, so no one has to go hunting through old mail.
What's missing, found in timeAn outdated will, a beneficiary who was never changed, no health-care directive or power of attorney, found while there is still time to fix them.
One number to callWhen the day comes, your family calls us first. We already know the picture, and we help them take the next step.
How it works

Four simple steps. We carry the heavy part.

  1. 1Share your basic informationA short, plain-language form. No jargon, no rush.
  2. 2Send what you haveUpload documents to a secure private portal, or bring the shoebox and we'll sort it.
  3. 3A 30-minute conversationWe fill the gaps together and confirm the people who matter most.
  4. 4Your free Pulse+ ReportA clear, organized picture of everything, and a short list of what to fix now.

We work alongside your attorney. We don't draft wills or trusts. We find what's missing or out of date, organize everything that exists, and work with your attorney and advisors so the gaps actually get closed.

Our promise to you

Your Pulse+ Report is free. Truly.

There is no fee, no credit card, and nothing to sign. All we need is your basic information. The report is yours to keep, whether or not you ever work with us.

No costThe complete Pulse+ Report, prepared for your family at no charge.
No hidden feesNo trial period, no surprise invoice, no fine print.
No obligationYou owe us nothing afterward. No pressure, and no one chasing you.
After your report, only if you'd like

We may also find money you've been leaving on the table.

Once your picture is in one place, patterns show up that no one could see before. If you'd like, we'll walk you through what we noticed. You decide what, if anything, comes next.

A look at your past tax returnsWe review recent returns for missed deductions, credits and savings you may still be able to claim.
Restructuring that protects your familyHow property is titled, how businesses and trusts are set up, and how assets pass on, adjusted to fit the plan.
One firm that knows your whole pictureTaxes, planning and legacy handled together, by people who already know your family.
A gentle five-minute check

Would your family know where to start?

Twenty simple statements. Mark each one True, False or Not sure. “Not sure” is an honest answer, and it simply means something isn't written down where it should be. Nothing here asks for an account number, a balance or a password.

Part 1 of 2Your financial pictureWhat you own, what you owe, what comes in, and whether anyone but you could find it.
Part 2 of 2Your legacy, and the one you leave behindThe documents that decide what happens to everything, and to you, if you cannot speak for yourself.
Where should we send your results?A coordinator will reach out personally to go over what you found. No cost and no obligation.

By selecting “See my results,” you agree that SMIB Management, Inc. may contact you about your results by phone, text message or email at the number and address you provided. Agreeing is not a condition of any service. Message and data rates may apply; reply STOP to any text to opt out.

Your answers go only to SMIB Management. We never sell your information. See our Privacy Policy.

Request your free report

Start with a few simple details.

That's all it takes to begin. A coordinator will reach out personally to walk you through the next step, at your pace.

  • Free, with no hidden costs
  • No obligation of any kind
  • Your information stays private and secure

By selecting “Send me my free Pulse+ Report,” you agree that SMIB Management, Inc. may contact you about your request by phone, text message or email at the number and address you provided. Agreeing is not a condition of any service. Message and data rates may apply; reply STOP to any text to opt out.

No cost. No obligation. We never sell your information. See our Privacy Policy.

If you've recently lost your husband or wife

You don't need to have anything figured out. Your free report is where we start. We'll help you find what exists, one step at a time, at whatever pace you need. Or simply call us at (619) 592-2594.

Start here, it's free