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Investments
Complimentary first step

Let’s see if we’re a fit.

Your FREE FIT Call is a brief first conversation about your goals and current position. The deeper consultation is a separate appointment after the FIT Call.

The process

A clear path forward.

There is no requirement to enroll just because you speak with us.

01

Free FIT Call

Discuss goals, experience, target markets, timeline, and current position.

02

Separate consultation

If there is a potential fit, book a deeper consultation to discuss your strategy and options.

03

Choose a path

Review the recommended START or SCALE scope, agreement, and pricing.

04

Enroll if approved

Complete enrollment and onboarding if you decide to proceed.

Book your call

Start with the free FIT Call.

Choose a time for your free first conversation. After the FIT Call, book a separate $150 consultation if there is a potential fit.

First appointment

FREE FIT Call

Choose a time for your free FIT Call.

Book your free FIT Call

The paid consultation is a separate appointment after your FIT Call.

After your FIT Call

Book a separate consultation.

If there is a potential fit, use this $150 appointment for a deeper conversation about your strategy and options.

Second appointment

Paid consultation · $150

Book this appointment after your free FIT Call. If you enroll in START afterward, the $150 is credited toward its $1,500 price.

Pay $150 to book the consultation