We’ve made it easy for you! Take our Sorting Hat Quiz, and you’ll be instantly matched with the pre-built package that best fits your business needs. If you prefer a personalized recommendation, book a complimentary Financial Empowerment Collab Call, and we’ll craft a plan tailored to you.

📌 Take the Quiz Here ↓ https://ax4t28m8ppg.typeform.com/to/D4AgFOm0

📌 Schedule a Collab Call Here ↓ https://ericamariefinancials.as.me/collabcall

All pre-built packages are designed to cover the essential financial needs of ambitious solopreneurs based on their quiz results, but we understand that every business is unique! That’s why every new client completes a required Welcome Call after purchasing their first month—this is where we fine-tune your plan to ensure it fully supports your goals.

Nope! If you take the Sorting Hat Quiz to get matched with a package that fits, you can purchase your first month immediately through our website—a link to purchase is included on your results page. A Welcome Call is required after your purchase to finalize your plan and sign your engagement letter before your first month ends.

If you’re unsure which package to choose, we recommend booking a complimentary Financial Empowerment Collab Call first for guidance.

1️⃣ You’ll receive an email confirmation with next steps.
2️⃣ You'll schedule your required Welcome Call—this must be completed before your first month ends to finalize your plan and sign your engagement letter.
3️⃣ We’ll fine-tune your package together during the Welcome Call to ensure it fully supports your business.
4️⃣ Ongoing services begin! You’ll receive regular updates and reports based on your chosen package.

Absolutely! During your required Welcome Call, we’ll ensure your package is the right fit. If your needs change later, you can upgrade at any time—just reach out, and we’ll make the transition seamless.

Your Welcome Call is a personalized onboarding session where we:

✔ Review your financial goals and business needs.
✔ Ensure you’re in the right package (and adjust if needed).
✔ Walk you through next steps, software setup, and expectations.
✔ Finalize your engagement letter so we can officially begin working together.

This call ensures you start with full confidence and clarity.

No worries! That’s why the Welcome Call is required—it gives us a chance to refine your package before your first month is up. If adjustments are needed, we’ll make them during that session.

Due to the nature of our services, we do not offer refunds. However, we’re committed to ensuring your package is the best fit. That’s why we require the Welcome Call before your first month ends—to adjust and fine-tune your plan as needed.