Twelve Digital Strategy Sessions

Personalized guidance while building your Digital Life Management System™.

The 12 Digital Life Strategy Session package is designed for people who want the highest level of 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.

Twelve 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 12-session package because they want personalized guidance while implementing the system—not simply learning it.

For the best experience, we generally recommend meeting once per week while working through the Initial Cleanup phase. Regular conversations help maintain momentum, answer questions as they arise, and provide accountability throughout the process.

However, your sessions are yours to schedule in whatever way best fits your goals, priorities, and availability. Some clients meet weekly, others every other week, and some schedule sessions around milestones, projects, vacations, or other life commitments.

The Digital Life Management System™ provides the framework.

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

WHY CHOOSE TWELVE SESSIONS?

The Highest Level of Personalized Support

Building a well-managed digital life is easier when you don't have to do it alone.

The twelve-session package provides regular opportunities to review progress, ask questions, refine decisions, and continue implementing the Digital Life Management System™ with confidence.

With twelve sessions, you'll receive:

✓ A personalized Digital Life Management roadmap

✓ Guidance throughout the Initial Cleanup phase

✓ Support while completing all three Digital Life Management courses

✓ Guidance while building your Digital Life Management Workbook™

✓ Guidance while organizing your Emergency Information Record™

✓ Personalized recommendations that evolve as your system develops

✓ 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 continue building your Digital Life Management System™ one practical step at a time.

Transition to Maintenance

As you complete the Initial Cleanup phase, we'll review your Digital Life Management Workbook™, discuss your Emergency Information Record™, prepare for quarterly and annual reviews, and build a practical long-term maintenance plan that grows with your life.

WHAT'S INCLUDED

✓ Twelve 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 the highest level of guidance while completing the Digital Life Management System™

✓ Prefer regular accountability while building new habits

✓ Learn best through ongoing discussion and feedback

✓ Want personalized recommendations as your questions evolve

✓ Appreciate having an advisor available as new questions arise

✓ Want support throughout the Initial Cleanup phase

✓ Value consistency over trying to do everything alone

✓ Want confidence before transitioning into long-term maintenance

COMMON WAYS CLIENTS USE TWELVE SESSIONS

Many clients use this package while completing the Digital Life Management System™.

Common examples include:

• Completing the Initial Cleanup phase

• Working through Digital Organization

• Working through Digital Safety

• Working through Digital Legacy & Estate Planning

• Building the Digital Life Management Workbook™

• Organizing the Emergency Information Record™

• Reviewing progress between implementation milestones

• Creating lasting Digital Life Management habits

WHY CLIENTS CHOOSE TWELVE SESSIONS

The greatest benefit of the twelve-session package isn't simply having more meetings. It's having consistent guidance while building your Digital Life Management System™.

Regular sessions help maintain momentum, provide accountability, and give you the opportunity to implement recommendations before returning with new questions. Rather than trying to organize your digital life all at once, you'll make steady, practical progress while receiving personalized guidance throughout the Initial Cleanup phase.

Many clients tell us that the accountability of meeting regularly is just as valuable as the recommendations themselves.

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 twelve sessions.

For the best experience, we recommend meeting weekly while completing the Initial Cleanup phase. Most clients complete this work over approximately three months.

However, your sessions are yours to schedule however best fits your life.

SESSION POLICIES

Can I reschedule my sessions?

Yes. You're welcome to reschedule your 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. All sessions must still be completed before their expiration date.

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

To respect everyone's time, cancellations made with less than 24 hours' notice and no-show appointments are generally considered completed sessions and cannot be refunded or rescheduled. We understand that genuine emergencies happen. If an unexpected emergency prevents you from attending, please contact us as soon as possible. Emergency situations are reviewed individually at our discretion.

What if I'm running late?

If you're running late, please let your Digital Life Strategy Advisor know as soon as possible.n We'll use the remaining scheduled time as effectively as possible. Because appointments are scheduled back-to-back, sessions will still end at their originally scheduled time.

When do my sessions expire?

To encourage steady progress, all twelve sessions expire six months after purchase. Most clients complete the Initial Cleanup phase in approximately three months by meeting weekly. The six-month expiration provides flexibility for vacations, work schedules, and life's unexpected interruptions while helping maintain the momentum needed to complete your Digital Life Management System™.

BOOK YOUR SESSIONS

Building a well-managed digital life doesn't happen all at once. The twelve-session package is designed for people who want consistent guidance while implementing the Digital Life Management System™ from beginning to end.

Whether you choose to meet weekly or follow another schedule, we'll work together to organize, protect, prepare, and maintain your digital life with practical guidance tailored to your goals, priorities, and pace.

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 twelve sessions instead of three?

Three sessions are an excellent choice for people who want monthly guidance while working through the Initial Cleanup phase. The twelve-session package provides more frequent guidance, regular accountability, and ongoing implementation support. Many clients find that weekly conversations help them build momentum, stay focused, and complete the Digital Life Management System™ with greater confidence.

Do I have to meet every week?

No. Your sessions are yours to schedule however you'd like before they expire. While we generally recommend meeting once per week because it provides the greatest momentum during the Initial Cleanup phase, you're free to choose the schedule that best fits your goals, priorities, and availability.

Should I complete the courses while using these sessions?

Yes. Many clients work through the Digital Life Management courses between sessions, then use their meetings with their Digital Life Strategy Advisor 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.