One Digital Strategy Session

Personalized guidance for your next Digital Life Management step.

A Digital Life Strategy Session provides focused, one-on-one guidance for organizing, protecting, preparing, or maintaining your digital life. Bring your questions, priorities, decisions, or current challenges, and work with a Digital Life Strategy Advisor to determine practical next steps that fit your life.

Use your session before beginning the Digital Life Management System™, while working through the Initial Cleanup phase, or during an ongoing quarterly or annual review.

One 30-Minute Session • Google Meet • One-on-One

HOW THIS SESSION FITS INTO THE DIGITAL LIFE MANAGEMENT SYSTEM™

Personalized Guidance Whenever You Need It

The Digital Life Management System™ is built around a three-month Initial Cleanup phase followed by long-term maintenance.

Some clients begin with a strategy session to understand where to start and create a personalized roadmap before beginning the courses. Others book a session while completing Digital Organization, Digital Safety, or Digital Legacy & Estate Planning to ask questions, review decisions, and receive guidance tailored to their circumstances.

After completing the Initial Cleanup phase, many clients continue scheduling sessions for quarterly and annual Digital Life Reviews or whenever an important change requires attention.

The Digital Life Management System™ provides the framework.

Your Digital Life Strategy Advisor provides personalized guidance whenever you need it.

WHY CHOOSE ONE SESSION?

Focused Guidance for Your Current Priorities

Sometimes you do not need an ongoing package. You need a thoughtful conversation focused on what matters most right now.

A single strategy session gives you an opportunity to review your situation, clarify priorities, ask questions, and leave with practical next steps.

With one session, you will receive:

✓ Focused guidance tailored to your current priorities

✓ Help deciding where to begin or what to address next

✓ Personalized recommendations for your digital life

✓ Answers to questions arising during the courses

✓ Support with your Digital Life Management Workbook™

✓ Guidance for a quarterly or annual Digital Life Review

✓ A second opinion before making an important decision

✓ Clear next steps you can begin implementing immediately

WHAT WE CAN WORK ON TOGETHER

Every Digital Life Strategy Session is tailored to your goals and priorities.

Organize

• Digital accounts

• Financial information

• Files and data

• Devices

• Contacts

• Digital Life Management Workbook™

Protect

• Digital safety planning

• Password strategy

• Recovery planning

• Backups

• Digital safety habits

Prepare

• Digital legacy planning

• Trusted people

• Emergency planning

• Life transitions

• Important digital records

Maintain

• Quarterly Digital Life Reviews

• Annual Reviews

• Major life changes

• Long-term Digital Life Management planning

HOW THE SESSION WORKS

Prepare

After booking, you will complete a short questionnaire so your advisor can understand your goals, questions, and current priorities before the meeting.

Discuss

During your session, we will review your situation, answer your questions, discuss practical options, and focus on the areas where personalized guidance will be most useful.

Move Forward

You will leave with clear recommendations and practical next steps you can apply to your Digital Life Management plan immediately.

WHAT’S INCLUDED

✓ One private 30-minute Google Meet session

✓ Personalized one-on-one guidance

✓ Focused discussion around your priorities

✓ Practical recommendations and next steps

✓ Digital Life Management Workbook™ guidance when relevant

✓ Emergency Information Record™ guidance when relevant

✓ Resource recommendations when appropriate

✓ Support at any stage of the Digital Life Management System™

IS THIS SESSION RIGHT FOR YOU?

This session is ideal if you...

✓ Want help deciding where to begin

✓ Have a specific question or decision to work through

✓ Are beginning the Digital Life Management System™

✓ Want guidance while completing one of the courses

✓ Need help identifying your next priorities

✓ Want a second opinion before making an important change

✓ Are completing a quarterly or annual Digital Life Review

✓ Prefer focused personalized guidance without booking a package

COMMON WAYS CLIENTS USE ONE SESSION

Clients book individual sessions at every stage of the Digital Life Management System™.

Common examples include:

• Creating a personalized starting roadmap

• Reviewing progress during the Initial Cleanup phase

• Asking questions about a course lesson

• Updating the Digital Life Management Workbook™

• Organizing the Emergency Information Record™

• Reviewing digital safety or recovery decisions

• Preparing for a life transition

• Completing a quarterly Digital Life Review

• Completing an annual Digital Life Review

• Addressing a new account, device, responsibility, or major change

WHY CLIENTS CHOOSE ONE SESSION

A single session provides direct access to personalized guidance without requiring a larger commitment.

Rather than trying to sort through every question alone, you can bring your current priorities to an advisor who understands the Digital Life Management framework. Together, we will identify what matters most, consider practical options, and determine the next steps that make sense for your life.

One session can help you move forward with greater clarity while remaining fully in control of your pace and decisions.

BEFORE YOUR SESSION

After booking, you will receive a short questionnaire so your Digital Life Strategy Advisor can better understand your goals, priorities, and where you are in your Digital Life Management journey. No extensive preparation is required. Think about the questions you would most like to address and any decisions, projects, or changes you would like to discuss. Your session may be scheduled at any point before it expires.

SESSION POLICIES

Can I reschedule my session?

Yes. You are welcome to reschedule your session with at least 24 hours’ notice at no additional charge. Because the appointment time is reserved specifically for you, a request made with less than 24 hours’ notice may be treated as a late cancellation. Rescheduling does not extend the session expiration date. Your session must still be completed within 90 days of purchase.

What happens if I cancel at the last minute or do not attend?

A cancellation made with less than 24 hours’ notice or a no-show appointment is considered a completed session and cannot be refunded, credited, or rescheduled. We understand that genuine emergencies happen. If an unexpected emergency prevents you from attending, please contact us as soon as possible. Emergency exceptions are reviewed individually and granted solely at Haven Smith & Company’s discretion.

What if I am running late?

Please notify your Digital Life Strategy Advisor as soon as possible. Your advisor will use the remaining scheduled time as effectively as possible. Because appointments are reserved for a specific period, the session will still end at its originally scheduled time and cannot be extended.

When does my session expire?

Your session expires 90 days after purchase. The expiration period provides reasonable scheduling flexibility while encouraging you to book the session and address your priorities while they are still current. An expiration date is not extended because of rescheduling, changes in availability, or an unused appointment.

BOOK YOUR SESSION

You do not need to wait for an emergency or major life transition to receive personalized guidance.

A Digital Life Strategy Session can help you decide where to begin, work through a current priority, review your progress, or maintain the Digital Life Management System™ as your life changes.

Whether you are beginning the Initial Cleanup phase, working through the courses, or completing a quarterly or annual review, we will focus the conversation on the questions and decisions that matter most to you.

FREQUENTLY ASKED QUESTIONS

Should I book one session or a package?

One session is a strong choice when you want focused guidance around a specific question, decision, review, or set of priorities.

The three-session package is designed for clients who want regular guidance, with a recommended monthly cadence during the Initial Cleanup phase. The twelve-session package provides the highest level of support, with a recommended weekly cadence.

Do I need to take the courses before booking?

No. You may book a session before beginning the courses, while working through them, or after completing the Initial Cleanup phase. Your advisor will meet you wherever you are in your Digital Life Management journey.

Can I book a session while completing a course?

Yes. Many clients work through a course independently and use a strategy session to review progress, ask questions, discuss decisions, and receive personalized guidance.

Can I use this session for a quarterly or annual review?

Yes. After completing the Initial Cleanup phase, we recommend meeting with a Digital Life Strategy Advisor at least quarterly to review changes, update your Digital Life Management Workbook™, and keep your records, protections, and plans current.

Can my spouse or another family member attend?

Yes. You are welcome to invite one spouse, partner, family member, caregiver, or another person directly involved in your Digital Life Management planning.

What happens if I need more support afterward?

You may book another individual session or choose a three- or twelve-session package, depending on the level and cadence of guidance you would find most helpful.