THE 90 DAY PROTECTION PLAN

Stop wondering if you’re protected and start making sure you are.

Find out exactly where you stand. Complete the Essential Lookups live on a private Zoom call with a member of Pattie’s team so you can verify what’s in your name, what’s joint, what’s missing, and what you still need answers about.
Learn how to build wealth that’s actually yours. Get full access to The Million Dollher Plan, Pattie’s step-by-step investing program designed to help you understand investing, create your personal wealth-building plan, and start putting your money to work.
Get everything organized in one place. Use the Implementation Vault to document your assets, ownership, beneficiaries, important financial documents, and where everything is located, so you’re no longer relying on assumptions or scattered information.
Know what to ask AND how to ask it. Get conversation starters, request scripts, email templates, and question sheets to help you talk to your spouse, financial institutions, estate attorney, CPA, and financial advisor with confidence.
Get your questions answered by Pattie. Join three group Q&A sessions where you can get Pattie’s perspective and guidance as you work through the process.

Everything included in Guided Support PLUS...
Work privately with Pattie through three 60-minute 1:1 sessions. Each call has a specific purpose and a tangible deliverable, including your Custom Action Plan, completed Asset Location Inventory, customized professional question sheets, Conversation Plan, and 12-Month Action Plan.
Get 90 days of direct Slack chat support with Pattie. When you hit a roadblock, find something you weren’t expecting, or aren’t sure what to do next, you don’t have to wait until your next call to get support.
Walk away knowing exactly what happens next. Pattie will help you turn everything you uncover into a personalized plan for the conversations to have, professionals to contact, documents to locate, and priorities to tackle over the next 12 months.