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add-on course for parents

why I created AN ADD-ON COURSE FOR PARENTS

I work with a lot of clients who are parents of school-age children.

 

And parents who I work with are just as concerned about their children — if not more so — as they are about their money, property and digital accounts.

 

So I created this add-on course to supplement the foundational digital course. 

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This add-on course is laser-focused on all things relating to minor kids — and includes the same content I rely on when I work privately with clients at a fraction of the price. 

You'll do all the work on your own, at your own pace and on your own schedule.

This add-on course is designed to support parents whose children are under 18. 

WHAT'S INCLUDED in THis ADD-ON COURSE

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2 recorded sessions

Watch the "bite sized" videos at your own convenience and at your own pace. The average video length is <9 minutes!

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1 worksheet

You'll have the option to download the version of the Child Worksheet that aligns with your style: paper or digital.

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1 digital framework

You'll use this to capture all your child's important details. Purchase the version of the course that best suits you: Google Sheets or Excel.

THIS COURSE IS BEST FOR

•parents of minor children who already completed the foundational course

•parents who are highly motivated to organize their child's important details

•parents who are craving flexibility and want to work at their own pace

•parents who want to keep all of their child's details private

THis COURSE COVERS vital kid-related topics

BY THE END, YOU'LL HAVE

PEACE OF MIND: your child's would-be Guardian will know all the vital information pertaining to your child

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CONFIDENCE: the would-be Guardian of your child will have all the details they'll need to care for your child in a supportive and meaningful way — what a gift!

BECAUSE WE USE  DIFFERENT DIGITAL TOOLS 

THIS ADD-ON COURSE
IS AVAILABLE IN 2 VERSIONS

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Excel Spreadsheet

Click here to purchase the add-on course for parents that comes with an Excel spreadsheet 

note:

due to the focus on kids in this add-on course, you'll be granted access to two versions of the Child Worksheet — a printable worksheet and a fillable (digital) worksheet — download and utilize the version best suited for your style! 

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Google Sheet

Click here to purchase the add-on course for parents that comes with a Google sheet

note:

due to the focus on kids in this add-on course, you'll be granted access to two versions of the Child Worksheet — a printable worksheet and a fillable (digital) worksheet — download and utilize the version best suited for your style! 

OTHER DIGITAL COURSES

FAQS

  • In what format(s) is the Business Succession Playbook™ available?
    The Business Succession Playbook™ is available in two versions: Excel and Google Sheets. Purchase the version that makes best sense for you and your business.
  • What do I get when I purchase the Business Succession Playbook™?
    In addition to the Business Succession Playbook™, you'll also receive an orientation video that provides an overview of the digital framework and explains the purpose and goals of each tab. The video also includes suggestions and tips on how to set up your business — and your Successor — up for success.
  • How much does the Business Succession Playbook™ cost?
    The comprehensive Business Succession Playbook™, which includes 360+ prompts, costs $679.

PREFER TO WORK WITH KATE IN PERSON?

If a digital course isn't your thing, schedule a call with Kate to discuss how you can work together to organize your important life details — it's free!

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