First 30 Days of Independence Planning
A practical month-one checklist: what to decide, what to gather, and what to avoid so you don’t burn time or trigger avoidable risk.
Week 1: Clarify the decision
- Choose your likely path (Solo / Join / Hybrid / Platform)
- Run a first-pass calculator scenario
- Write your non‑negotiables (control, timeline, support)
Week 2: Map the execution reality
- Identify your top 5 operational dependencies (custody, tech, compliance, payroll, billing)
- List client segments and transition sensitivity
- Draft a rough transition timeline
Week 3: Pressure-test risk
- Complete Transition Readiness
- List potential legal/compliance tripwires
- Build a mitigation plan for each
Week 4: Build your plan
- Pick the path and confirm the economics
- Draft your first 90-day operating plan
- Create your client communication outline
Next steps
Educational content only. Not legal, tax, or investment advice.
