Jordan describes how to get started building a stand-alone coaching service for clients that may not be a good fit for traditional financial planning services. Jordan explores why these questions must be answered before you build anything:

1. What is your motivation for this program?
2. Why would someone need this service over your core financial planning service?
3. What is the clients’ core job to be done?
4. How will you know if your program is successful for you and for the client?