The Dance to Independence
Advisor Independence Toolkit & Strategic Planner
You’ve read the book. Now take the next step.
The Dance to Independence book gave you the inspiration.
This Toolkit gives you the system, structure, and templates to actually build your independence plan with confidence.
This is where you move from idea to implementation.
Why You’re Here
You came to DanceToIndependence.com because you’re ready to:
- Go deeper
- Start planning
- Organize your ideas
- Build your path to independence
- Create a business that reflects your values and vision
This Toolkit is the practical, guided companion to the book — your step-by-step framework for designing the advisory firm you were meant to lead.
What This Toolkit Is
This Toolkit is ideal for advisors who are:
- Preparing for independence
- Exploring an RIA path
- Transitioning from a BD/OSJ
- Redesigning or rebuilding their firm
- Seeking structure, direction, and strategic planning support
If independence feels exciting but overwhelming, this Toolkit brings clarity, order, and confidence to the process.
Who This is For
The Advisor Independence Toolkit & Strategic Planner is a 200+ page digital workbook designed to help you:
- Clarify your vision and business identity
- Design your service model, ideal client, and ideal week
- Build a stronger client experience
- Create your pricing and revenue model
- Map out your transition to independence
- Establish foundational compliance and operations
- Plan your tech stack, processes, and team structure
- Move through the independence journey with clarity and momentum
It’s not just worksheets.
It’s a complete business-building system created for advisors.
The Dance to Independence
Advisor Independence Toolkit & Strategic Planner
✔ Instant digital download
✔ Lifetime access to updates
✔ Fillable + printable templates
✔ Bonus: Advisor Independence Roadmap PDF included
BONUS RESOURCES INCLUDED
- Advisor Independence Roadmap
- RIA Launch Readiness Checklist
- Compliance Quick-Start Guide
- Client Communication Toolkit (Pre-Launch Version)
Refund Policy
Because this is a digital product with immediate access, all sales are final.
If you need support accessing your files, we’ll make sure you’re taken care of.