What happens after you say yes

You choose your path and pay

Starter, Custom, Guided or Managed. Payment creates your client profile — nothing more. We have your name, your email and your plan. We do not have a single financial number yet.

You get a welcome, not a demand

Within minutes you receive a welcome that explains what happens next, how long it takes, and what we will and will not ask for. The Privacy Promise arrives here — before you've typed a balance.

• What we need and why each item matters
• What we never request: SSN, passwords, complete account numbers, birthdates
• That credit-card transaction history is optional

The intake

Ten short sections, twenty to thirty minutes, saved as you go so you can stop and come back. It starts with what you want your money to do — not with your account numbers.

• Household and income structure
• Accounts and balances, using your nicknames
• Debts with balance, APR, required payment and due date
• Goals with targets and dates
• The scenarios you want modeled

Your personalized checklist

When you finish, the system generates a checklist built from your answers — not a generic list. It has three parts: Please provide, Optional, and Please remove or redact.

• Specific documents for the accounts you actually named
• Clear redaction instructions before you upload anything
• “We need the numbers, not the identifiers.”

You send documents — the ones you choose

Bank transaction history is needed only if you want full cash-flow analysis. Credit-card history is always optional, and you may black out any individual transaction description you'd rather keep private. We categorize those as Private/Other and move on. No guilt, no follow-up questions.

We build it — 5 to 7 business days

Your Command Center is constructed around your real structure: your accounts, your rates, your goals, your scenarios. If something in your information doesn't reconcile, we ask one clear question rather than guessing.

The Reveal — a 60-minute screen share

You don't receive a file and a shrug. We walk through every module together, live: how it's built, what your numbers say, the scenarios you requested, your Questions Worth Asking and your PurposeBuilt Scorecard.

You get the system, permanently

The Command Center is yours. Custom clients own it outright with no ongoing obligation. Guided and Managed clients continue from here.

Ongoing support — depends on your path

Use the tabs below to see exactly what continues after the Reveal.

The Annual PurposeBuilt Reset

For Managed clients, once a year we take sixty minutes to rebuild the assumptions from scratch: new income, new rates, new goals, retired debts, changed priorities. A financial system that never gets re-examined slowly stops being true.