Stage three
Integrate
The Advisory
Your advisor and your team stay with you, and we measure every ninety days.
A membership that keeps your advisor, your findings and your cohort close at hand while new habits become the way you live. One finding a month, tested against your actual week.
The advisory is the relationship at the center of Becoming, and membership is how it is held, for a one-year term that begins with the Diagnostic.
What membership includes
Fourteen things, held in one membership.
Membership runs for a one-year term and begins with the Diagnostic. Each line below is part of it.
- 01
Your Private Client Advisor
One named person who knows your findings, your plan and your circumstances, and who runs your team so that you don’t have to. You meet every month. Between meetings you can reach them whenever something comes up, and they reply within one business day and can be on a call with you within two. We do not count these conversations and we do not charge for them.
- 02
The Diagnostic, in full
A team of experts studies how you live and work across three domains, Capacity, Orientation and Activation, with an assessment in each from the expert who leads it. The experts review one another’s findings, your advisor takes you through a readout, and you keep the full report. Membership includes one Diagnostic a year. Your first opens the membership, and each one after that is run as the year closes, so you can see what has changed and decide what the next year is for.
- 03
Your written plan
Written from your findings. It names what matters most, which experts you will see and why, and what we will measure at each review.
- 04
Your team of experts
We draw your team from the Vanguard, our vetted experts, to fit what the Diagnostic found. When your needs change, the team changes with them.
- 05
Expert sessions, 24 a year
One-to-one sessions with the experts on your team, about two a month, in whatever pattern your plan calls for, with one expert or several. Assessments during the Diagnostic and expert time at the Immersive do not count against the 24. Sessions beyond the allowance are billed at the member rate, and unused sessions do not carry into the next year.
- 06
One plan, run by your advisor
Your experts see one another’s findings and work to the same plan. Your advisor books the sessions, follows up on what was agreed and keeps the experts in step with each other.
- 07
A review every ninety days
Every ninety days we reassess, measure again against where you started and update the plan. You receive each review in writing.
- 08
The Immersive
Five days, Monday to Friday, with a small cohort of members and the experts who lead the week. Every membership year includes one place, on whichever of that year’s dates suits you. The program and all expert time are included.
- 09
Your cohort
The members you spend the Immersive with are at the same threshold you are, and they remain your cohort through the year.
- 10
Salons and private events
You are invited to our salons and private events through the year, in whichever city you find yourself. Every seat is curated.
- 11
Introductions
When another member is someone you would want to know, your advisor makes the introduction, and only when both of you want it. We do not publish a member list.
- 12
Partner clinics and products
We have arrangements with a small number of clinics and product companies, longevity clinics among them. Members get preferred access and member rates. What you buy from a partner is billed by the partner, and we take nothing from it.
- 13
Your private record
Your findings, your plan and your reviews are kept in one private place that only you and your team can open.
- 14
Discretion
We do not publish member names or ask for public endorsements, and what you share stays within your team.
Why an advisory
Advice that answers only to you.
Not a coach
A financial advisor must act in your interest and can choose from the whole market. A coach sells their own method. Becoming has no single method to sell.
Not one practitioner
A doctor, a therapist and a coach each work on their own piece of your life. Your advisor and your team work on the whole of it, to one plan.
Not a promise
Progress is measured, not asserted. Every ninety days a written review shows what has moved.
Not included
What membership does not cover.
- 01
Travel and lodging for the Immersive
You pay your own travel and your room, which we arrange with the venue and quote with each date.
- 02
Expert sessions beyond the 24
Billed at the member rate.
- 03
Partner clinics
Any testing, imaging or medical care from a partner clinic is billed separately, by the partner.
- 04
Medical treatment and emergency care
Becoming is an advisory. Medical treatment and emergency care come from your own physicians.
What you can count on
An answer within a day
Your advisor replies within one business day, and can be on a call with you within two.
A review in writing
Every ninety days, measured against where you started.
Nothing taken on the side
We take nothing from what you buy from a partner.
Your name kept private
No published member list, and no requests for public endorsements.
Start becoming
Your advisory begins with the Diagnostic.
A private review of how your system currently operates, by multiple domain experts, delivered by a private advisor.
Or see your ProfileMultiple Experts and a Private Advisor