NCCU’s partnership with **Zahn Associates** - dbsandis/TwilightFinancial GitHub Wiki

Perfect — NCCU’s partnership with Zahn Associates and the live online format makes this a flexible, high-quality choice for your CFP® journey. Here's your updated study + business launch roadmap based on NCCU’s program structure and your goals:

📅 CFP® Completion + Business Launch Roadmap (via NCCU)

✅ April – June 2024

  • Enroll in Module 1: General Principles
  • Begin branding work:
    • Choose final business name (e.g., Blue Skye Financial Resources)
    • Secure domain and start on logo + website
    • Set up email and social profiles
  • Start documenting your business structure (LLC, EIN, insurance needs)

✅ July – August 2024

  • Take Module 2: Insurance Planning
  • Optional: Begin networking locally with therapists, entrepreneurs, or coaching leads
  • Draft:
    • Initial service packages (tiered options)
    • Intake forms and coaching templates
    • Lead magnet or financial wellness workbook (for marketing)

✅ September – October 2024

  • Take Module 3: Investment Planning and Module 4: Income Tax
  • Create content: social media posts, website copy, simple video tips
  • Begin preparing for a soft launch/test offer in January
  • Design financial coaching package framework (aligned with CFP® focus)

✅ November – December 2024

  • Take Module 5: Retirement Planning and Module 6: Estate Planning
  • Capstone course (if available before year-end — may roll into early 2025)
  • Finalize:
    • Website + booking system
    • Pricing strategy
    • Client onboarding flow (welcome packet, discovery form, disclosures)

🚀 January 2025 – Soft Launch

  • Offer services to beta clients or at a discounted intro rate
  • Refine based on feedback
  • Run targeted “New Year Financial Reset” campaign
  • Promote across your email list, social, and local networks

🎉 April 2025 – Official Launch

  • Full-price service rollout
  • Host a virtual workshop or info session (leveraging your CFP® training)
  • Consider offering:
    • Tax season wrap-up + planning package
    • Quarterly check-in programs

🧰 Want Help With...

  • A printable CFP® study + launch tracker?
  • Templates for onboarding, client packages, or financial plans?
  • Website/brand copy that reflects your CFP® credibility?

Let me know and I’ll tailor the next steps to get you ready!