The Evodos experience

Six stages. One clear picture.

Here's what happens when you work with us, from the first conversation to putting your plan into action.

Stage 01 of 06 · Clarity call

Stage 01 of 06 Draft

Clarity call

A relaxed conversation about your business, your goals, and what feels unclear right now. We'll talk through whether Evodos is a good fit.

Stage 02 of 06 Draft

We gather the numbers that matter: revenue, expenses, payroll, accounts, property, and protection. Then we build your map from your real information.

Stage 03 of 06 Draft

We walk through your map together. You'll see how money moves through your business and your life, all on one page.

Stage 04 of 06 Draft

We look ahead. Where is your money heading if nothing changes? What would different choices do? You'll see both side by side.

Stage 05 of 06 Draft

We put it all in writing: your finished map and your next moves, in the order they matter.

Stage 06 of 06 Draft

We work through your next moves together, alongside your CPA, attorney, and other advisors, so the plan actually happens.

The investment

$4,000

The Evodos experience.

Every map starts with a clarity call, where we'll walk through what's included and answer your questions.

Next step

Every map begins with a clarity call. It's a simple conversation about where you are and where you want to go.