Bold Step – Initial Planning
Embarking on your investment journey can be daunting, but it’s a path we’ll walk together. Our team will work closely with you to shape your investment ideas, creating a roadmap that we’ll navigate together.
This casual meeting typically happens over food (we love food a bit) and in person, but we are happy to meet virtually and deliver some food to you instead if needed.
- High-Level Overview with Our Team
- One Hour (+) Initial Meeting Virtual or Live
- Initial Team Research and Feasibility Study
Bold Plan – Strategy & Analysis
Our approach is meticulous. While we can’t predict every twist and turn, our process equips us to understand the project and chart the most effective course for your investment launch.
Through a process similar to SWOT or other techniques, our team works with you to generate the plan organically through conversation and guidance.
- Game Plan Process Review and Initiation
- Two-hour (+) Initial Meeting Virtual or Live
- Discuss Needs and Other Objectives
Bold Move
Making that move together is about more than just a plan and goals for us. It’s an investment. When you’re ready, we’ll guide you through making the Bold Move to launch your investment.
Work with our team over eight sessions, two sessions per week, to walk through the steps below and make your investment a reality.
- Week 1: Investment Analysis
- Week 2: Risk Assessment and Mitigation
- Week 3: Tools and Skills Acquisition
- Week 4: Implementation & Tasking
