Milestones
Your big-picture business goals.
Run at least 3 full Financial Clarity Sessions to build process confidence and gather feedback.
Reach 5 active paying clients across sessions or retainer tiers.
At least one client on a recurring monthly tier (Independent, Guided, or Partnered).
Update pricing, packaging, or session structure based on real client experience.
Prosper with Em generates enough monthly income to cover baseline expenses.
Intake, session structure, follow-up, and retainer pitch all documented and running smoothly.
Clear ICP, messaging, and visual identity confirmed and consistent across all touchpoints.
Scale to 10 concurrent active clients across all offer tiers.
Start prototyping a custom AI finance layer for clients — first version, even if rough.
Payment processing, scheduling, and business email fully configured.
First paid Financial Clarity Session or retainer client confirmed and paid.