Free Intro Session
One hour. No homework. One next step you can finish.
The intro session is free. We learn about your context, share what we’d do, and leave you with at least one useful next step, even if we never end up working together.
We Cover
- Where you are, wins, sticking points, and what’s working
- What you’ve tried, so we don’t repeat what didn’t land
- One next step, written down, scoped to be doable
1 hour
Length
1:1
Format
Free
Cost
Prefer email?
hello@focus.wefinancial.comOr Pick a Time Directly
Skip the form, book the next session.
Use whichever path is easier. The slot you book here is the same one we’d schedule after the form.
Attract integration slot
Calendar / scheduler embed lives here. Replace this slot with the Attract booking widget script.
data-integration=“attract”
Already a Client?
Pick up where we left off.
Existing clients can access the WealthReach portal for materials, document uploads, and ongoing communication.
WealthReach integration slot
Partner portal embed / sign-in link lives here. Replace this slot with the WealthReach widget or auth redirect.
data-integration=“wealthreach”
Common Questions
What you might be wondering before you sign up.
Is the intro session really free?
Yes. No fee. No commitment. If we’re not the right fit, we’ll say so on the call.
Do I need a formal ADHD diagnosis?
No. If our approach resonates, we’re a fit.
Can my partner come?
Yes, a lot of our best discovery calls are with both partners on the line.
What does the first month look like?
Discovery session, a written summary, and one tightly-scoped action with a follow-up two weeks later.
I’m bad at follow-up, is this still going to work?
Yes. The cadence is built around that exact problem. You shouldn’t have to remember the next step.
Is everything 1:1?
Mostly. Some workshops are group format. Office hours can be 1:1 or shared if you prefer the body-double dynamic.