Book A 30-Minute Consultation With Tom.
No cost. No obligation. No sales pitch. Just an honest conversation about the gaps in your current benefits, giving, or estate plan — and what it would take to close them.
Pick The Slot That Works For You.
All times shown in your local time zone. A confirmation with video-conference details will arrive in your inbox immediately.
Three Steps. About A Week From Now, You’ll Know Exactly Where You Stand.
We run the same process with every new client — an executive, a board chair, or a philanthropic family. You will never be upsold, pressured, or handed off.
Pre-Call Intake
A short, secure form before the call confirms what you’re trying to solve and the assets involved. Tom reviews it before you meet — no wasted time on introductions.
Thirty-Minute Conversation
Live with Tom on video or phone. We walk through your current benefits, giving, or estate plan, and identify the specific tax, liquidity, or structural gaps you may not be seeing. No slide deck. No pitch.
Written Recommendation
Within 48 hours, you receive a written summary of what we discussed plus the next-step options — whether that’s a deeper engagement with NPPSS, a referral, or simply information for your current advisor to act on. You decide what happens next.
You’ll Be Meeting With Tom Ligare, CLU®, CAP®.
Not a screener, not a sales rep, not an associate. Every first conversation at NPPSS happens directly with Tom — 27 years in practice, 4,000+ clients served, and a career spent inside the rooms nonprofits actually operate from.
- 27Years in practice
- 4,000+Clients served
- 50States served
The Questions Everyone Asks — Answered Upfront.
The most common concerns about booking a first call with a financial strategist. If yours isn’t here, bring it to the call.
Is This A Sales Call?
No. Our job on the first conversation is to understand, not to pitch. You’ll leave with insight you can act on — whether or not we ever work together. Most first calls don’t turn into engagements, and that’s fine.
Who Is This For?
Nonprofit executives, board chairs, development officers, and philanthropic families typically carrying $500K+ in assets or $250K+ in annual income. If you’re below that threshold, we’ll tell you honestly and point you to resources that fit better.
What Should I Have Ready?
Your most recent executive benefits summary, the last estate plan or trust document you signed (if applicable), a rough picture of your charitable giving, and the one financial question you most want a straight answer on. No prep beyond that is required.
What Happens After?
Within 48 hours you’ll get a written recap. If you want to go deeper, we schedule a longer engagement. If not, that is the end of it. No drip emails. No follow-up sequence. No pressure.
Can I Bring My CPA, Attorney, Or Financial Advisor?
Absolutely. We work with your existing team, not around them. If your other advisors want to join the call, forward them the confirmation — the more professional eyes on the plan, the better.
Ready When You Are. Pick A Time Above.
Thirty minutes. Direct with Tom. Complimentary, confidential, and no obligation to proceed.
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