Broker Check

On-Boarding Process

Strategy Call

Your adventure begins with a phone call to determine if your business could benefit from the on-boarding process. 

What to Expect

PW Study Cohort

The PW Training Cohort is a 4-week study group that unpacks the Portfolio Waterfall planning principles.

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Integration

Begin to integrate the PW planning process with your existing business model. 

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1-to-1 Coaching

Get help with your first case. A Gestalt coach will set you up for success.

What to Expect