To Become a Client, here are the 4 initial steps to take:

  1. Contact us to set up a complementary 30 minute call

  2. Read the written engagement proposal sent to you after our call

  3. Sign the engagement contract electronically via DocuSign

  4. Send in your initial payment via Zelle, Venmo, or ACH

To Be Onboarded, here are the next 4 steps:

  1. Once your signature and initial payment are received, you will be sent a welcome email with Getting Started instructions.

  2. We will calendar our first 5 zoom meetings.

  3. Upload your required docs to a shared drive before the first meeting.

  4. Think about your financial goals and the issues you want to address.

The Financial Planning Process:

  • After each call, you’ll be sent a summary email that outlines what we discussed and your to-do items for the next meeting.

  • Prepare your to-do items between meetings.

  • Ask clarifying questions between sessions as needed.

  • We will work through the Nine-fold Prosperity Path shown in the pictograph, starting with Step 1: Money DeClutter, then going to Step 2: Money Clarity, etc.

  • We may spend more or less than one session per step as needed.

  • You can expect to complete Step 7 by the end of our engagement.

  • We will have a follow-up call 6 months after the last session to report how you are doing and ask any further questions.

  • Accomplishing Step 8 may take one to ten years. For more information about Step 8, see the Prosperity Liftoff book.