The pre-call sequence

Hey {FIRST NAME},

You did it. Your free Wealth Audit is booked.

You'll be meeting with someone from my team. They know the Lazy Investor's Method inside and out, and they're genuinely lovely, so there's nothing to be nervous about.

Two quick things.

First, add it to your calendar so it doesn't sneak up on you: [CALENDAR LINK]

Second, keep a rough idea of your numbers handy: your monthly take-home pay, what you've got saved or invested, and any debt. Ballpark is totally fine. This is a judgment-free zone.

Honestly, I'm proud of you for booking this. Plenty of people think about it for years and never do.

Hey {FIRST NAME},

I know a call about your money can feel a bit like going to the dentist, so let me take the mystery out of it.

First, my team gets to know you: your goals, what's been keeping you up at night and what you've already tried.

Then they look at where you stand right now. Income, savings, debt, any accounts you've already got and how they're set up.

Then they'll show you the gaps. Maybe it's an employer match you're not fully getting, money sitting in cash, or a 1% fee you didn't know you were paying.

And then they'll lay out your next steps. If the Wealth Freedom Accelerator is the right way to get there, they'll walk you through how it works. If it's not, they'll tell you straight.

Nobody's going to make you feel bad about your numbers. Everyone starts somewhere, me included, at $70K in debt.

If anything comes up and you need to move it, please use this link instead of skipping it: [RESCHEDULE LINK]

Hey {FIRST NAME},

I want to tell you how all of this started, because it explains a lot about how we work.

A few years ago I was a hot mess with money. I was $70K in debt, I had panic attacks over rent, and I stayed in relationships I couldn't afford to leave.

Once I'd dug myself out, I started running a little workshop called "I Can't Budget". Women came, then they wanted more, and in my first month I took on 60 one-on-one clients.

Every one of them got a two-hour call with me, and I burned out fast.

Most of the women on those calls already had pieces of the puzzle. They'd read the articles and watched the videos. What they were missing was someone to look at their actual numbers, tell them what to do first and keep them going until it was done.

That's what the Wealth Freedom Accelerator is built around. You get the step-by-step curriculum plus group coaching, worksheets and accountability, so you actually open and fund the accounts instead of thinking about it for another year.

Today I'm debt-free with a $500K+ net worth, and I get to help thousands of women do this without the two-hour calls burning me out.

If you want to rewatch the class before your call, the replay is here: [REPLAY LINK]

Hey {FIRST NAME},

Quick one, because I know some of you still feel a little worried this is going to get complicated.

When you buy an index fund, you're not betting on one company. You're buying a tiny slice of hundreds of them at once. Some will have a bad year and some will have a great one, and you don't have to guess which.

Even most professionals who pick stocks for a living don't beat a simple index fund over the long run. So I'm not going to ask you to try.

In the Wealth Freedom Accelerator you get an allocation matched to your Investor Type, a simple mix you actually understand, and you learn how to rebalance it and automate it. And then you mostly leave it alone.

It's boring, and boring is exactly what lets you build wealth without it taking over your life.

Rewatch the part where I build the lazy portfolio here: [REPLAY LINK]

Hey {FIRST NAME},

Your Wealth Audit is coming up, so I want you to know exactly what we'd be doing together if it's a fit.

The Wealth Freedom Accelerator is group coaching. You get the full Lazy Investor's curriculum, step by step:

• Setting up your budget, the lazy way
• Finding your Investor Type
• The investing basics, minus the jargon
• What to actually invest in
• The right accounts for you: Roth IRA, 401(k), HSA, brokerage, or a TFSA if you're in Canada
• Your allocation and how to rebalance it
• Automating the whole thing

Then there are the group coaching calls, where you bring your real questions and get real answers.

And the part I care about most is the worksheets and accountability that make sure you actually open and fund your accounts, instead of just learning about them.

We also work on your money mindset and beliefs, because the spreadsheet is rarely what's actually stopping you.

Got a question you want covered on your call? Hit reply and tell me, and I'll make sure my team has it.

Hey {FIRST NAME},

I want to tell you about one of my students, Taylor.

Taylor went through not one but two layoffs. A layoff makes most of us want to pause everything, hoard cash and "start investing once things settle down".

She tripled her net worth anyway.

I'm sharing her story because so many women tell me they're waiting for the perfect moment, like the raise, the new job, the market calming down or the kids getting a bit older.

Taylor's story is proof there isn't one. Life kept happening to her, and her plan kept working because it was built to run in the background.

That's what we start building on your Wealth Audit, a plan that keeps going even when life gets messy.

Want a refresher before the call? The replay's here: [REPLAY LINK]

Hey {FIRST NAME},

A lot of women tell me "I need to talk to my husband first" (or my partner, or my mom).

I love that, honestly. It means you take this seriously.

So here's my suggestion. If you share finances with someone, invite them to your Wealth Audit. Pull them onto the call, or sit next to each other on the couch. My team would much rather talk to both of you than have you try to explain it all later from memory.

They can ask their own questions, hear the plan for themselves and help you decide together.

And if this is something you're doing just for you, that's wonderful too. You don't need anyone's permission to take care of your future.

If you need to move the call so they can join, use this link: [RESCHEDULE LINK]

Hey {FIRST NAME},

I'd rather bring this up now than have it sitting in the back of your mind on the call.

The Wealth Freedom Accelerator is a 4-figure investment. I'm not going to pretend that's nothing.

But let's put it next to what a lot of people do instead.

If you hand your money to an advisor who charges 1% a year, on a $100,000 portfolio that's $1,000 every single year. As your portfolio grows, so does the fee, so at $500,000 you'd be paying $5,000 a year for as long as you stay.

With the Wealth Freedom Accelerator, you're investing in learning to do this yourself, and you keep that skill for the rest of your life.

Then there's the cost of waiting. On $500 a month at that same 7% example rate, waiting 5 years to start can cost you around $205,000 by the end.

My team will go through the exact investment with you on the call, and you'll know whether it makes sense for you before you decide anything. I'll also explain the guarantee in a couple of emails, because it changes how risky this feels.

Hey {FIRST NAME},

Honest answer: yes, you could.

Everything I teach is out there somewhere. Index funds aren't a secret, and the rules for a Roth IRA are on the internet.

So why do women join the Wealth Freedom Accelerator anyway?

Because for most of us, finding the information was never the hard part. The hard part is actually doing something with it.

You know you should open the Roth. You know you should bump up your 401(k). And later keeps not happening.

That's what the program is for. Worksheets that walk you through each step, group calls where you can ask "wait, which box do I tick?", and accountability until your accounts are actually opened and funded.

One of my students, Krista, fired her financial advisor and now invests for herself and her kids. That's where I want you to end up, in charge of your own money and confident about it.

Tell me where you've been getting stuck by hitting reply. I read these.

Hey {FIRST NAME},

If you're worried you're starting too late or from too far behind, I want you to meet three of my students.

Mel started at 39, as a single mom. Her net worth went up $32,000 in 6 months.

Tracey started in her 50s. She's now on track to retire a millionaire.

Amber had more than $16k in credit card debt. She paid it off and has invested $20k+.

None of them started at the perfect time. They started with a plan and kept going.

That's exactly what your Wealth Audit is for. Have a look at the class again before you come in: [REPLAY LINK]

Hey {FIRST NAME},

I promised I'd explain this one.

The Wealth Freedom Accelerator comes with what I call the Continuation Guarantee. It works like this. You do the work:

• You attend live or watch the replay of at least 80% of the group coaching calls
• You finish the modules
• You open and fund your accounts
• You put your allocation in place

If you've done all of that and your foundational wealth plan still isn't fully implemented, I'll extend your group coaching for up to 3 more months, free.

I set it up this way because the whole point is a plan that's actually running. If yours isn't yet, we keep going.

Ask my team about it on your call and they'll walk you through the details.

Hey {FIRST NAME},

Your Wealth Audit is tomorrow, and I'm really excited for you.

A few things that'll make it way more useful:

1. Your rough numbers. Take-home pay, savings, investments (even if it's $0) and any debt. Ballpark is totally fine.
2. Anyone who makes money decisions with you. If that's a partner, ask them to sit in.
3. A quiet spot where you can talk openly. Your car in the parking lot counts.
4. Your questions. Write them down tonight so you don't blank on the call.

If something's come up, move it here instead of skipping it: [RESCHEDULE LINK]

Hey {FIRST NAME},

Today's your Wealth Audit.

If you're feeling a little nervous, that's normal. It usually just means this matters to you.

Remember, nobody's judging your numbers. I've been $70K in debt, and my team has seen it all. Their job is to help you see where you stand and what to do next.

Have your numbers handy, grab a coffee (or your drink of choice) and show up in whatever you're wearing. Sweatpants are welcome.

Your call details are in your calendar: [CALENDAR LINK]

Hey {FIRST NAME},

Your Wealth Audit starts in 10 minutes. Here's your link: [CALL LINK]

My team's ready for you.