FOUNDATION

This is for you if... You do not need someone to hold your hand — you need someone to point you in the right direction. You are comfortable with technology, confident in your abilities, and ready to do the work. What you are missing is the right framework, the right templates, and an expert eye to make sure everything is covered.

What is included:

  • Initial 90-minute audit and planning session

  • Personalized life administration blueprint

  • All spreadsheet templates provided

  • Two guided implementation sessions — 90 minutes each

  • Digital password system setup and organization

  • Gap analysis and action plan

  • Email support for 30 days after completion

  • Three sessions total over 3-4 weeks

Investment

$

1,500

-

$

2,000

|

Investment $ 1,500 - $ 2,000 |