A deep, holistic strategy session for high-income earners, entrepreneurs, and legacy-minded professionals ready to align every part of their business.The X-ray your business never had before it becomes a liability. Confirm your structure and operations are compliant before costly problems arise.
What's Included
90-minute Zoom with Arthur & Nicci
Comprehensive pre-session document review: multi-year tax returns, full financials, payroll, operating agreements, trust/estate docs, key contracts, insurance policies, and more (as applicable)
Klarity Strategy Report (written)
Step-by-step action plan for alignment
7-day post-call email or Voxer support
After You Book
1) On the confirmation page, click the link to schedule in Acuity.
2) Acuity will prompt you to complete the Klarity Intake as part of scheduling; your time will not be confirmed unless the intake is submitted.
3) Within 48 business hours of scheduling, you’ll receive a secure upload link for required documents.
4) All documents must be submitted at least 72 hours before your session to allow for deep review and preparation.
Cancellation & Reschedule
48 hours’ notice required. Late reschedules/no-shows are not refundable due to limited availability.