Launch Your Firm Today
Three Steps.
One Clear Outcome.
1
Pick Your Kit
Choose and purchase the package that fits your goals.
2
Share Your Vision
Answer questions about your firm, clients, and goals. Takes 20-30 minutes.
3
Launch With Clarity
Your custom kit arrives via email in 7–10* business days with an invite to book your welcome call.
Good things take time. Your kit is carefully crafted by experienced marketing strategists.
Launch Clarity Kit™
1,997$Pay in Monthly Installments With PayPal Pay Later at 0% Interest*- Know What to Say. Know What to Do.
- WHO IT'S FOR
- Planners ready to launch with strategy, not guesswork.
- WHAT'S INCLUDED
- Brand Positioning
- Ideal Client Profile
- Visual Style Guide
- Core Messaging
- Lead Gen Framework
- 60-Day Roadmap
- 30-Minute Welcome Call
- BONUS → Lead Source Tracker
- Best Value
Accelerator Bundle
4,997$Pay in Monthly Installments With PayPal Pay Later at 0% Interest.* Save $500 vs. purchasing separately- Everything You Need. Nothing Left to Write.
- WHO IT'S FOR
- Planners who want strategy and publish-ready content.
- WHAT'S INCLUDED
- Everything in the Launch Clarity Kit, plus:
- Lead Magnet Content
- 5-Email Nurture Sequence
- Referral Scripts
- Client Journey Map
- Lead Magnet Launch Plan
- Smart ROI Tracker
- BONUS → 90-Day Content Calendar
Your Launch Clarity Kit™ arrives within 7-10 business days. Your Warm Leads Engine™ follows within 10-14 business days after that.
Available for U.S. customers only.
Wondering What's In the Accelerator Bundle?
The Accelerator Bundle pairs your Launch Clarity Kit™ with the Warm Leads Engine™: a fully written lead magnet, 5-email nurture sequence, referral scripts, client journey map, launch campaign plan, smart ROI tracker, and a bonus 90-day content calendar. Every piece built from your kit, in your brand voice, ready to publish.
Save $500 with the Accelerator Bundle versus purchasing separately.
Meet the Creator
Tiffany Whalen Krizek
Founder, Principal Marketing Strategist
After working in the financial planning space for almost a decade, I've seen how many incredible advisors struggle with the same thing: they know their stuff, but they're not sure how to talk about it.
The Launch Clarity Kit™ is the system I wish existed. Built on buyer psychology and proven marketing principles, it's translated into plain language so you can stop guessing and get back to your clients.
It’s Your Launch Plan, Done for You.
What It's Not
A time-sucking DIY course
A long-winded coaching program
A $40K agency retainer
Templated, generic content
Rented assets you lose when you cancel
An endless swirl of marketing "advice"
What It Is
A plug-and-play strategy you can act on now
A one-time deliverable. No recurring calls
A one-time investment that saves thousands
Custom to your firm and niche
Assets you own forever
Clear steps and a proven strategy
Done with the guesswork? → Choose Your Kit
"Now we have a clear path forward and know exactly what to work on next. Tiffany has been a critical partner in our firm's growth."
Jordan Vlastuin, CFP® & Matthew Hale, CFP®
Partners at MTM Financial Planning
TK & Co. Marketing Consulting Clients
Questions?
We Have Answers.
#1
How long does it take to receive my kit?
Typically 7–10 business days after you submit your intake form.
#2
Is this really custom, or is it templates?
Fully custom. Your kit is built from your intake responses — your niche, your ideal client, your voice. No two kits are the same.
#3
What if I already have a website or branding?
The kit works whether you're starting from scratch or fixing what's not working. Many planners in years 2–3 use it to clarify messaging that isn't landing.
#4
Is the content compliant?
All copy is written with FINRA / SEC guidelines in mind. You should still have your compliance officer review before publishing.*
#5
What's the difference between the two packages?
The Launch Clarity Kit™ is your foundation: brand, messaging, and blueprint.
The Accelerator Bundle adds done-for-you lead generation content: lead magnet, email templates, referral scripts, and more.
Both arrive as digital products via email.
#6
What if I have questions after I receive my kit?
Every kit includes a 30-minute welcome call.
#7
Do you offer refunds?
Due to the custom nature of each kit, we don't offer refunds once your intake has been submitted. Questions before you buy? Reach out.
#8
Can I upgrade later?
Yes. If you start with the Launch Clarity Kit™ and want the Warm Leads Engine™ content later (what is included in the Accelerator Bundle), you can purchase it separately. You'll receive access to the Warm Leads Engine™ page after purchasing the Launch Clarity Kit™.
#9
What if my kit takes longer than expected?
Delivery is typically 7–10 business days. If we need clarification on your intake or we're at capacity, we'll let you know. We deliver as quickly as possible without sacrificing quality.
