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HOW IT WORKS
A Clear Path from Overwhelmed to Organized
You do not need to have every detail sorted before contacting EliTzi.
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Start by telling us what is becoming difficult to manage. We will guide you through a simple process to clarify the need, confirm the service and price, and create your personalized planning package.
Now booking complimentary Fit Calls for planning engagements beginning September 1, 2026.
Start With a Complimentary Fit Call
1. Book
Start With a Complimentary Fit Call
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Tell us what is becoming difficult to manage and what kind of planning support you are looking for.
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You do not need to organize everything before the call. We will ask a few questions to understand your general situation and determine whether EliTzi’s planning service may be a good fit.
3. Complete
Share the Details and Receive Your Plan
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Once you decide to move forward, you’ll complete the required agreement and payment, then share the detailed information we need through the Planning Intake.
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We’ll use that information during your structured planning consultation and then prepare your personalized planning package.
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EliTzi then prepares your personalized planning package, including:
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Your Personalized Action Plan
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Your Client Planning Workbook
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Identified gaps, responsibilities, coverage arrangements, and next steps
You will have an opportunity to review the factual details before the final documents are completed.
2. Confirm
Review the Scope and Price
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When your request fits EliTzi’s planning service, you will receive a written proposal outlining:
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What EliTzi will organize
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What you will receive
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Your final price
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The anticipated preparation timeline
You can review the proposal before deciding whether to continue. There is no obligation to proceed after the Fit Call.
EliTzi Provides the Structure. You Make the Decisions.
Your plan is built from the information, arrangements, and decisions you authorize.
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EliTzi helps organize the moving parts and identify what still needs attention. You remain responsible for approving the plan, communicating with the people involved, making final arrangements, and maintaining the plan after the engagement.