A 60-minute diagnostic and fit assessment. We surface what your situation actually calls for — and if it's not us, we tell you that honestly.
Pre-screening protects everyone. We surface fit, route honestly, and you walk away with clarity — whether or not we end up working together.
Same session, same price, two different framings depending on which path you're walking.
If we proceed with the trust setup after the consultation, your $300 applies as the deposit on the $2,000 product. You pay the $1,700 difference before Session 1. Net cost of the consultation: zero, when you proceed.
The $300 awards you 60 Session Minutes (which book the 60-minute strategy call), 300 Gems toward your Master Key path, and 97 Magic — exactly enough to install F1 (Healthy Boundaries) before our call. F1 is the Safety Key — boundary capacity, which most clarifies trust-related thinking. You walk away with a substantive call, a real start on the curriculum, and account value that persists regardless of direction.
What your $300 awards. Every $300 consultation booking awards: 60 Session Minutes (book your strategy call), 300 Gems (lifetime tracker toward the 10,000-Gem Master Key — permanent Erlandia Core access), and 97 Magic (the in-platform currency that unlocks F1: Healthy Boundaries — useful prep for the trust conversation). All three live on your account permanently. Whether we proceed with the trust setup or route you elsewhere, the value delivered to your account stays with you.
From booking to outcome. Five steps, ~1 week from book to consult.
Calendar slot + $300 payment.
5–8 hours self-paced. Required before consult.
Substantive form. Captures situation + goals.
Diagnostic + fit + honest routing.
Clarity. Next step (or "not yet"). Credit either way.
Not optional. It's how the consultation goes deep into your situation rather than teaching basics.
Once you book and pay, you receive access to the pre-work module — about 5 to 8 hours of self-paced content covering what a private trust is, the foreign-EIN principle, the basics of three-layer entity architecture, and a business-fit assessment worksheet. You also fill out a substantive intake form.
By the time we meet, the foundational concepts are already in your head. The consultation hour can go straight into your specific situation, your specific assets, your specific goals — instead of being half-spent on me explaining what a trust is.
If you book without completing the pre-work, the consultation gets rescheduled. Clients who won't put in 5 to 8 hours of preparation won't get value from the full $2,000 product anyway, and we'd rather know that at $300 than after a bigger commitment.
A real diagnostic produces a real range of answers. Here's what the routing might look like.
Your situation fits the standard trust product. We commit; your $300 applies to the $2,000; we book Session 1 and you start the 4-6 week arc.
Your substrate isn't ready — the trust would be paperwork without the underlying understanding. Recommended path: Foundation course first; come back in 2 months. Your $300 stays as credit toward Academy or anything else.
You actually need a foundation document set, a mortgage defense engagement, a status declaration, or another OPI pathway more than (or before) a trust. Routed accordingly. Credit applies.
Your situation is more complex than the standard product can handle — multi-entity restructuring, specialized asset-backed structure, or jurisdiction-specific research. We discuss the upgrade pricing and you decide.
Honestly: you don't need anything from us right now. Here's free reading. Come back when X is true. Your $300 award (60 Session Minutes + 300 Gems + 97 Magic) stays on your account. We keep you on the email list. People remember being told this; they come back when the time comes.
We're finalizing the booking infrastructure right now. Member-account creation, $300 payment, pre-work module delivery, and calendar booking are being wired together so the whole flow runs cleanly end-to-end.
In the meantime, become an Erlandia member and we'll notify you the moment consultation booking opens.
Become an Erlandia MemberWhen booking opens, your $300 awards 60 Session Minutes (to book the call), 300 Gems (toward your Master Key path), and 97 Magic (to install F1 before our call) — all permanent on your account regardless of which direction we proceed.