Net Worth
$1.24M
↑ +$87K this quarter
WRI™ Score
77
↑ +19 pts since joining · Goal: 85
Passive Income / Mo
$4,800
↑ +$1,200 vs 90 days ago
Hours Reclaimed
94
hrs freed since joining
Net Worth Trajectory
Jan
Feb
Mar
Apr
May
Jun
Jan: $1.15M
Now: $1.24M ↑
Domain Progress Since Joining
Time
78
Wealth
80
Identity
82
Systems
71
Relationships
74
Score at joining
Current score
Your Active Plays
Wealth · In Progress
Close first NNN position — Dollar General, Frisco TX
LOI submitted. Awaiting title report. Target close: July 2025.
● On track
Systems · This Week
Finalize delegation framework — 3 remaining tasks
Two tasks delegated. Email management and monthly reporting remain.
◌ In progress
Relationships · This Month
Reactivate 3 dormant strategic contacts
One outreach sent. Wanda's session this week will prep the other two.
◌ 1 of 3 complete
Total Portfolio Value
$1.24M
↑ +$87K this quarter
Passive Income / Mo
$4,800
from NNN + DST positions
Annualized Return
11.4%
blended across all positions
Asset Protection
LLC + Trust
Active ✓
Active ✓
Portfolio Positions
| Asset | Type | Value | Monthly Income | Return | Status |
|---|---|---|---|---|---|
Dollar General — Frisco TX NNN Lease · 15-yr term |
NNN | $485K |
$2,100 |
5.2% |
Closing Jul |
Broadmark Realty Capital DST Delaware Statutory Trust |
DST | $220K |
$1,460 |
7.9% |
Active ✓ |
VCX (Fundrise) — Pre-IPO Position Pre-IPO / Equity |
Pre-IPO | $18K |
— |
+512% |
Holding ✓ |
Vanguard Total Market Index Brokerage · Auto-contribute |
Index | $312K |
Reinvested |
+18.2% |
Active ✓ |
Liquid Reserve HYSA · 6-month operating reserve |
Reserve | $205K |
$855 |
5.0% |
Capped |
How You Compare
You're being compared against Inner Circle members who joined within 3 months of you, at a similar starting WRI™ score (55–65 range). All data is anonymized.
WRI™ Score
77
Cohort avg: 68
Net Worth Growth
+$87K
Cohort avg: +$52K
Passive Income
$4,800
Cohort avg: $3,100/mo
Hours Reclaimed
94 hrs
Cohort avg: 71 hrs
Sessions Completed
12
Cohort avg: 11
Top Quartile
You're tracking above cohort average across 4 of 5 benchmarks. Score velocity puts you on pace to reach 85 by September.
Deal Access
Curated opportunities surfaced by Sean and vetted network operators. These are not public. Deal flow is shared exclusively with Inner Circle members who meet the threshold score for each opportunity.
NNN · Retail Available Now
AutoZone — Allen TX
Absolute NNN lease, 12 years remaining. Investment-grade tenant. No landlord responsibilities. 1031-eligible.
6.1%
Cap rate
$680K
Ask price
$3,460
Monthly net
Express interest → Sean will connect you with operator
Pre-IPO · Tech Closes Jul 15
Anthropic Series E — Allocation
Group allocation through Inner Circle operator. $10K minimum. Asymmetric upside. Same structure as Fundrise position.
$10K
Minimum
$61.5B
Valuation
14 left
Spots
Reserve your allocation → Limited to 20 members
DST · Multifamily Available Now
Inland Private Capital — DST Fund IV
Diversified multifamily DST across 4 markets. 1031-eligible. Tax-deferred structure. Quarterly distributions.
7.2%
Projected yield
$50K
Minimum
5-yr
Target hold
Schedule review with Sean → This week only
Inner Circle Members
| # | Member | WRI™ Score | Net Worth Growth | Passive Income | Joined |
|---|---|---|---|---|---|
| 01 | Marcus A. You | +$87K | $4,800/mo | May 2025 | |
| 02 | T.W. — VP Operations | +$142K | $8,200/mo | Jan 2025 | |
| 03 | D.R. — Finance Director | +$119K | $6,100/mo | Feb 2025 | |
| 04 | A.M. — Tech Executive | +$94K | $5,300/mo | Mar 2025 | |
| 05 | K.J. — Entrepreneur | +$71K | $3,800/mo | Apr 2025 | |
| + 29 more members · All data anonymized | |||||
Asset Protection
Protection Status
Active ✓
LLC formed · Living Trust drafted · Umbrella policy active
Assets Protected
$1.24M
across LLC and trust structures
Next Review
Aug 2025
Quarterly attorney check-in via Inner Circle
Protection Layer
Entity Structure
Single-Member LLC
NNN properties and DST positions held inside LLC. Separates personal liability from investment assets.
Estate Planning
Revocable Living Trust
Trust drafted. Primary + contingent beneficiaries designated. Avoids probate on all trust-held assets.
Liability Coverage
$2M Umbrella Policy
Excess liability coverage above homeowner and auto policies. Required for NNN ownership at this level.
Private Engagements
These engagements are available exclusively to Inner Circle members. They are not listed publicly and are not offered through any other Palymorf tier. Eligibility requires an active Inner Circle membership and a WRI™ score of 75 or above.
Life Audit Intensive
Two days.
Complete redesign.
Complete redesign.
An immersive in-person engagement with both Sean and Wanda. Full wealth and identity architecture review. Exit with a complete blueprint, documented decisions, and a 12-month execution plan. Not a workshop. Not a retreat. A surgical intervention.
$10K–$15K / engagement
Based on scope. Travel and materials included.
Private Retainer
On-call access.
Both architects.
Both architects.
A year-long private advisory relationship with Sean and Wanda. Direct access for deal review, investment decisions, identity work, and wealth architecture refinement. You call when it matters. They respond within 24 hours. Capped at 8 retainer clients per year.
$75K–$150K / year
Scope and access level determine pricing. Application required.
Note
Private engagements are filled via direct conversation with Sean and Wanda. There is no checkout flow. If you're ready to discuss, use the button above to initiate the conversation.