$495 · One-Time

Objective:

Provide clarity, sequencing, and organization so the client can move forward confidently on their own.

DELIVERABLES

1. Personalized Setup Roadmap (PDF)

A clear, step-by-step roadmap that outlines:

• Recommended setup sequence (non-legal)
  
• What to do first, second, third
  
• What not to do yet
  
• Common pitfalls to avoid
  

This is the anchor deliverable.

2. Entity Comparison Summary (High-Level, Non-Legal)

A concise comparison overview covering:

• Common entity types (LLC, Corp, etc.)
  
• General use cases
  
• Administrative implications
  
• Complexity considerations
  

No legal recommendations — only clarity.

3. Documentation Preparation & Organization

• Pre-formatted document checklists
  
• Folder structure recommendations
  
• Guidance on what documents belong where
  

Client leaves with order, not loose files.

4. Coordination Checklist

A practical checklist covering:

• EIN steps
  
• Registered agent coordination
  
• Filing touchpoints
  
• Banking readiness (non-bank advice)
  

5. Next Steps Summary

A final one-page summary explaining:

• Immediate next actions
  
• Optional future support paths
  
• When to seek licensed professionals
  

NOT INCLUDED

• Filing on client’s behalf where prohibited
  
• Legal, tax, or accounting advice

Ongoing support beyond delivery