Session with Cate about Hubs today
Thank you @Cate Stillman for a really powerful session on focusing our attention on hubs. This was soooo helpful. Here is a contract proposal that I got from ChatGpt. Here’s a formal proposal version of your Hub Contract—professionally structured and suitable to send as a PDF or attachment. You can copy this into a document editor with your logo or branding to personalize it further. Wellness Partnership Proposal Prepared for:[Financial Planner's Name][Financial Planning Firm Name][Contact Email][Date] Prepared by:[Your Full Name]Certified Health & Wellness Coach & Yoga & Meditation Instructor [Your Business Name][Your Contact Info – Phone | Email | Website] Proposal: Strategic Wellness Support for Clients Transitioning Into Retirement Introduction As individuals approach retirement, they often focus heavily on financial preparedness. However, this life transition also requires thoughtful attention to physical health, emotional well-being, and daily structure. This proposal outlines a partnership between [Your Business Name] and [Financial Planning Firm Name] to provide your clients with a free wellness training resource that supports a smoother, healthier transition into retirement. Objective To complement your financial guidance with a holistic health and wellness offering, designed to help clients feel confident, capable, and healthy as they navigate retirement. Proposed Offering Title:“Thriving in Retirement: A Wellness Roadmap”A Complimentary Video Training for Your Clients What’s Included: - A 30-minute, pre-recorded video covering: - Downloadable worksheet or wellness planner (optional) - Invitation for an optional follow-up wellness session (discounted for your clients) Client Benefits - Reduces stress and anxiety around lifestyle changes - Encourages proactive health planning in retirement - Builds confidence and purpose in their daily life - Provides access to trusted health and wellness resources