FOUNDATION
Create Your Core Business Accounts
Open your Chase Business, Stripe, and GoDaddy accounts, then securely organize the business details needed for setup.
Ten focused milestones keep every important setup task clear, organized, and moving forward—without the overwhelm.
Build your foundationLicense · Access · Owner Support
04Customize your businessBrand · Website · Offer
10Launch and marketReadiness · Campaigns · Growth
Move from account setup and website import to funnel connection, publishing, advertising, and ongoing growth. Each milestone gives you one clear priority before you advance.
Open your Chase Business, Stripe, and GoDaddy accounts, then securely organize the business details needed for setup.
Create or sign in to ChatGPT, choose your plan, start your Financial Builder build chat, and save the conversation.
Prepare Stripe checkout and Chase payouts, connect your GoDaddy domain, confirm ChatGPT Site access, and run a readiness check.
Download the master build prompt and four website files, upload everything into ChatGPT Sites, and run the complete build instructions.
Add your name and essential business contact information while preserving the complete Financial Builder brand system.
Activate the required $50 monthly Owner Support plan, complete your owner profile, retrieve your affiliate link, and access coaching, updates, accountability, and the daily content calendar.
Connect your affiliate and checkout links across the lead magnet, dashboard, Owner Support offer, business license, and owner plan.
Test every page, form, button, checkout path, and mobile layout before publishing and sharing your lead-capture link.
Create your Meta business and advertising accounts, prepare your pixel, import the provided ads, and launch your first campaign.
Monitor leads, conversions, and revenue; follow up consistently, optimize advertising, share content, and help the next owner duplicate the system.
Secure the complete licensed system, then follow the roadmap from setup through launch, growth, and duplication.
Your brand, technology, education, marketing, AI tools, and owner support are connected from day one—so you can focus on serving people and building something meaningful.
Step 1: $1,000 one-time license · Step 2: $50/month owner support · No income guaranteeLaunch-readyBrand, website, dashboard, and funnel
✓Built-in supportTraining, owner support, coaching, and AI
✓Designed to growMarketing tools and ongoing updates
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