The Strategic Financial Planning Intensive

The kickoff call is an essential first step in our partnership. During this call, we will:

Set Expectation: I want to learn about your business and gather information that helps me build a values-aligned financial plan for you. I'll also give you a brief overview of the intensive program and what to expect during our 4 weeks together.

Define Your Success: We'll discuss your business challenges and your desires. These 2 things drive your success so we'll take time to explore what success means to you.

Answer Your Questions: We’re here to clarify any questions you may have and to provide you with all the information you need to make the most out of your intensive.

Pre-Work Overview: The pre-work you'll receive is essential for gathering crucial data, setting the foundation for our strategic and action-oriented 2-hour intensive session.

Within 7 business days post-intensive session, you'll receive your comprehensive Strategic Financial Plan, accompanied by a video walkthrough to guide you through each aspect of your plan.