The Cornerstone Experience

The Cornerstone Experience is your private plan. Confidential, dedicated support so you can move forward with confidence.

Dedicated Guidance

We go over the Master Blueprint with you, then the Financial Ledger and the True North Method, helping you work through each one at your own pace. We cover where your money stands and where it is headed, what matters most to you, the goals worth setting, and the practical steps to get there. All of it built around where you are now and where you want to be. Every session is yours. You get both of us, on every call, for the whole rebuild.

Terry brings over a decade of personal sobriety and years of experience conducting private sessions. Donna brings 20 years in education, her own rebuild from the ground up, and the empathy that comes with it. We know what this takes because we have done it.

The Cornerstone Experience Includes:

• The Complete Master Blueprint Experience: Full access to the foundational Rebuild With Clarity framework, where you build the plan everything else stands on.
• The Full Estate Experience: Complete access to the Financial Freedom and Inner Peace Anchors, including Terry’s Financial Ledger and Donna’s signature True North Method. Note: Terry’s Financial Ledger requires Microsoft Excel 2016 or later on your Windows or Mac computer.
• 9 Private Sessions: A dedicated, structured series featuring seven core private sessions plus two complimentary bonus sessions, one hour each, with both of us. You work directly with us to schedule sessions at times that fit your life.

Priority Access: To give you the full attention you deserve, we limit this high-value plan to seven private spots during any given enrollment period. This structure protects the integrity of our work together and ensures you receive our highest level of personal support.

It Is Not Too Late To Build The Life You Want
We will help you get your finances in order and decide what you actually want next.

$1,400
One-time. 9 private sessions plus lifetime access to both plans.

Our Guarantee: Try your first private session. If it isn’t the right fit, tell us and we will refund you in full.