Gerber, LLC congratulates you for taking a big step in gaining clarity towards your life goals (personal, business & financial) by engaging in our Clarity Process.
Here’s how it works: After creating your login, you have the ability to move through the portal, upload documents, save, close, and come back at any time for your convenience. The Document Gathering section and the Fact Finding sections must be completed. The Document Gathering section will work as a document upload where you can
The information received through the Fact Finding and Data Gathering sections will guide us in creating a customized Plan for you. It is pertinent to the process that you complete the Fact Finder and Data Gathering sections to the best of your ability.
In you’re the Fact Finding section you will recognize an exercise (pg. 5, 6) centered around The ABC Model Breakthrough, a concept we believe is vital to entrepreneurs elevating their focus to spend time on the items that truly fuel their passion as an entrepreneur. If you are not yet familiar with The ABC Model Breakthrough we encourage you to read the book before diving into that section – it’s an easy read, promise.
We request that you complete the Data Gathering and Fact Finding sections at least one week in advance of the Fact Finder meeting. Please note, this process can take 3 – 10 hours to complete, depending on your specific situation. So relax, grab a glass of vino, and dive on in!