What’s guided DIY?

It’s exactly what it sounds like! You can fill out the basic plan while following along with a step by step video, or you can get a slightly more customized plan with a consultant. Either way, the plan you create is your responsibility; the action steps are yours and you’ll need to assign your own administrative person who’s willing to serve in that role for you.

  1. Free planning guide: download it here, along with a step-by-step video of the process. Fill it out, give it to your chosen plan administrator, and move on with your life!

  2. Basic consultation: spend 2 hours with a Time Well Spent consultant where the basic planning guide will be more personalized. By the end of 2 hours, you’ve got a complete and executable plan. Give it to your chosen plan administrator and move on with your life!

Both options come with the possibility of adding some a la carte services or even upgrading to a full-service plan. But the important idea is that you’ve used the resources here to have a clearer plan for the closing of your business. Your clients deserve ethical closure.

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A la carte services

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Why should you plan?