## 🗓️ CFP® Completion Business Launch Timeline - dbsandis/TwilightFinancial GitHub Wiki

That’s a powerful and focused goal — wrapping up your CFP® by year-end and launching Blue Skye Financial Resources at the start of the new year positions you for a strong debut during tax season and a perfect time to attract clients making financial resolutions.

Let’s pace it out:

🗓️ CFP® Completion + Business Launch Timeline

Now – July

✅ Enroll in or begin BAF-CFE8001 – Fundamentals of Financial Planning
Set up a study plan (e.g., 6–8 hours/week)
Begin branding: logo, domain, social handles, business email

August – October

Finish 3–4 more courses (Insurance, Investment, Tax Planning)
Begin building your client onboarding materials
Draft initial service packages and pricing

November – December

Finish last 2 courses (Retirement, Estate Planning)
Complete Capstone (Financial Plan Development Course)
Schedule/prepare for the CFP® Exam (typically offered March, July, November) or finalize coursework for exam eligibility
Apply for EIN, business license, liability insurance

January – March

Soft launch the business
➤ Offer beta packages or coaching to a few early clients
➤ Finalize workflows, CRM, and service delivery
Start marketing with a "New Year, New Financial You" campaign
Continue prepping if taking the CFP® exam in early 2025

April 2025

Official grand opening if not launched in January
Build momentum with tax clients transitioning into planning clients
Consider hosting a launch workshop or community event

Would you like a printable monthly checklist, a sample client welcome packet, or help setting up a simple site/CRM to support launch activities? I can help you stay on track and make this vision real.