Built to Flow

Your advisor · Heather Crabtree

Good morning, Larissa.

Message your advisor

Your journey

Month 3 of 6 · commitment through Mar 31, 2027

  1. 1

    Anchor Session

    Jul 6 · The Plan delivered

    Complete
  2. 2

    Month 3 Progress Session

    Oct 8 · Midpoint Review

    In progress
  3. 3

    Month 6 Progress Session

    Early January · Six-Month Review

    Up next

Latest session

All sessions

Aug 12, 2026 · Pricing conversation

Your retainer margin is thinner than it feels. We agreed on a minimum engagement and a simple three-tier package to test through September.

Action steps

  • Draft three retainer packages

    Larissa, Owner

  • Share the draft packages in Messages for review

    Larissa, Owner

Next session

Month 3 Progress Session

Thursday, Oct 8 · 2:00–3:30 pm · Google Meet

From your advisor

Open messages

Got it, thank you! Watching the walkthrough now. Full thoughts by end of day.

Today, 8:15 am

Next payment

$2,000 · Nov 1

View billing

Advisory, month 5 of 6 · autopay on