Three Digital Strategy Sessions

Personalized guidance while building your Digital Life Management System™.

The 3 Digital Life Strategy Session package is designed for people who want regular personalized guidance while completing the Digital Life Management System™. Work through Digital Organization, Digital Safety, Digital Legacy & Estate Planning, the Digital Life Management Workbook™, and the Emergency Information Record™ with expert guidance, practical accountability, and personalized recommendations as we build a well-managed digital life together.

Three 30-Minute Sessions • Google Meet • One-on-One

HOW THESE SESSIONS FIT INTO THE DIGITAL LIFE MANAGEMENT SYSTEM™

Guided Implementation That Fits Your Life

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

Many clients choose the 3-session package because they want regular guidance while implementing the system—not simply learning it.

For the best experience, we generally recommend meeting once per month while working through the Initial Cleanup phase. Monthly conversations provide an opportunity to review progress, answer questions, refine recommendations, and determine the next priorities for each month of the process.

However, your sessions are yours to schedule in whatever way best fits your goals, priorities, and availability. You may meet monthly, schedule the sessions closer together, or use them around specific milestones and projects.

The Digital Life Management System™ provides the framework. Your Digital Life Strategy Advisor provides personalized guidance whenever you need it.

WHY CHOOSE THREE SESSIONS?

Regular Guidance Throughout Your Initial Cleanup

Building a well-managed digital life takes time. The three-session package allows you to make progress independently while still having an advisor available at important points throughout the process.

Monthly sessions give you time to implement recommendations between meetings, identify new questions, and return for personalized guidance as your Digital Life Management System™ develops.

With three sessions, you’ll receive:

✓ A personalized Digital Life Management roadmap

✓ Guidance throughout the Initial Cleanup phase

✓ Support while completing the Digital Life Management courses

✓ Digital Life Management Workbook™ guidance

✓ Emergency Information Record™ guidance

✓ Personalized recommendations as your work progresses

✓ Practical accountability that helps maintain momentum

✓ Preparation for the long-term Maintenance phase

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 SESSIONS WORK

Build

Together, we’ll review your goals, understand your current situation, identify priorities, and create a personalized roadmap for completing the Digital Life Management System™.

Implement

As you work through the courses and Workbook, we’ll review your progress, answer questions, refine recommendations, and identify the most important next steps.

Transition to Maintenance

As you complete the Initial Cleanup phase, we’ll review your progress, discuss your Emergency Information Record™, prepare for quarterly and annual reviews, and create a practical long-term maintenance plan.

WHAT’S INCLUDED

✓ Three private 30-minute Google Meet sessions

✓ Personalized Digital Life Management roadmap

✓ Guided implementation support

✓ Digital Life Management Workbook™ guidance

✓ Emergency Information Record™ guidance

✓ Personalized recommendations

✓ Practical accountability

✓ Long-term maintenance planning

IS THIS PACKAGE RIGHT FOR YOU?

This package is ideal if you...

✓ Want regular guidance while completing the Digital Life Management System™

✓ Prefer monthly accountability while working independently between meetings

✓ Want personalized feedback as your questions evolve

✓ Value time to implement recommendations before each check-in

✓ Appreciate having an advisor available during the Initial Cleanup phase

✓ Want support without committing to weekly sessions

✓ Prefer making steady progress instead of trying to do everything at once

✓ Want confidence before transitioning into long-term maintenance

COMMON WAYS CLIENTS USE THREE SESSIONS

Many clients schedule one session during each month of the Initial Cleanup phase. Common examples include:

• Establishing a personalized roadmap before beginning

• Reviewing progress during Digital Organization

• Reviewing progress during Digital Safety

• Reviewing progress during Digital Legacy & Estate Planning

• Building the Digital Life Management Workbook™

• Organizing the Emergency Information Record™

• Asking questions that arise during implementation

• Preparing for quarterly and annual maintenance

WHY CLIENTS CHOOSE THREE SESSIONS

The greatest benefit of the three-session package isn’t simply having additional meetings. It’s having time to implement recommendations between conversations while knowing that another opportunity for personalized guidance is already available.

Monthly sessions encourage steady progress while giving you the independence to complete the work at your own pace. Each conversation builds on the last, helping your Digital Life Management System™ take shape throughout the Initial Cleanup phase.

BEFORE YOUR FIRST SESSION

After booking, you’ll 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.

Together, we’ll discuss the best way to use your three sessions.

For the best experience, we recommend meeting once per month during the three-month Initial Cleanup phase. This creates a natural check-in point as you move through Digital Organization, Digital Safety, and Digital Legacy & Estate Planning.

However, your sessions are yours to schedule in whatever way best fits your life, provided they are completed before the expiration date.

SESSION POLICIES

Can I reschedule my sessions?

Yes. You’re welcome to reschedule a session with at least 24 hours’ notice at no additional charge. Because appointment times are reserved specifically for you, requests made with less than 24 hours’ notice may be treated as late cancellations. Rescheduling does not extend the package expiration date. All three sessions must still be completed within six months of purchase.

What happens if I cancel at the last minute or don’t attend?

Cancellations made with less than 24 hours’ notice and no-show appointments are considered completed sessions 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’m running late?

If you’re 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 do my sessions expire?

All three sessions expire six months after purchase. We recommend using one session per month during the three-month Initial Cleanup phase. The six-month expiration gives you additional flexibility for vacations, work demands, illness, and other scheduling interruptions while encouraging you to book your sessions and continue making progress.

Unused sessions expire at the end of the six-month period. Expiration dates are not extended because of rescheduling, changes in availability, or unused appointments.

BOOK YOUR SESSIONS

Building a well-managed digital life doesn’t happen all at once. The 3-session package is designed for people who want regular personalized guidance while implementing the Digital Life Management System™ over the course of the Initial Cleanup phase.

You’ll have time to complete meaningful work independently between meetings, then return to your advisor to review progress, address new questions, and determine your next priorities.

After completing the Initial Cleanup phase, many clients continue scheduling Digital Life Strategy Sessions as needed—or at least quarterly—to review changes, update their Digital Life Management Workbook™, and keep their Digital Life Management System™ current as life evolves.

FREQUENTLY ASKED QUESTIONS

Why should I choose three sessions instead of one?

One session is a strong choice when you want focused guidance on a specific question, decision, or set of priorities. Three sessions provide regular support throughout the Initial Cleanup phase. They give you time to implement recommendations, return with new questions, and receive personalized guidance as your Digital Life Management System™ develops.

Why should I choose twelve sessions instead of three?

The three-session package is ideal for people who want monthly guidance while working independently between meetings. The twelve-session package provides a higher level of support, with a recommended weekly cadence, more frequent accountability, and additional opportunities to receive guidance as questions arise.

Do I have to meet once per month?

No. We recommend one session per month because it aligns naturally with the three-month Initial Cleanup phase. However, your sessions are yours to schedule in whatever way best fits your priorities and availability, provided all three are completed within six months of purchase.

Should I complete the courses while using these sessions?

Yes. Many clients work through the Digital Life Management courses between meetings, then use their sessions to review progress, ask questions, and receive personalized guidance tailored to their own digital lives.

Can my spouse or another family member attend?

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

What happens after I complete the Initial Cleanup phase?

Many clients continue scheduling Digital Life Strategy Sessions as needed—or at least quarterly—to review changes, update their Digital Life Management Workbook™, and keep their Digital Life Management System™ current as life evolves.