Getting Started
We’ll do these at the start of every year from now until…forever.
Build your One Pager
We’ll hear a bit of your story and begin gathering the few things we’ll need to paint the clearest picture of your finances you’ve ever seen.
Review your One Pager
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
As Needed Meetings
On demand or - most commonly - as part of a mid-year check-in
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Questions before getting started?