1:1 Quarterly Coaching (3 months)

What’s Included in the Quarterly Plan – $7,000 Every 3 Months

(Save $500 when you pay quarterly)

• 12 weekly 1:1 coaching sessions with Nadia

• Full strategic planning and in-depth business review each quarter

• Personalized tax advisory and firm growth guidance

• Detailed goal setting and tracking for measurable progress

• Real-time coaching on client scenarios and advisory delivery

• Private messaging access for ongoing support between sessions

• Advanced tools, templates, and workflows for implementation

• Priority scheduling and deeper accountability touchpoints