Select your plan
LEARNING PATH:✅ Learn the Paycheck Factory Method™ foundations ✅ Retirement income & product education ✅ Client discovery & conversation frameworks ✅ Scripts, templates & advisor resources ✅ Marketing & lead generation fundamentals ✅ Community support & group learning GROWING PATH:✅ Everything in LEARNING ✅ Advanced case design & retirement planning education ✅ AI, automation & CRM implementation ✅ Lead generation, paid-ads education, seminars, webinars & funnels
✅ Monthly implementation workshops
✅ 1:1 Business Plan Audit with Chandra ✅ Educational case slots — your own de-identified cases, private review setting
SCALING PATH:✅ Everything in GROWING ✅ Small-group mentorship with Chandra ✅ Priority Q&A, implementation support & priority scheduling (audit + case slots)
✅ Quarterly business growth planning sessions ✅ Advanced case-review opportunities ✅ Priority pathway to potential CLA joint-work partnership conversations*