How It Works

A guided path designed to stay clear from the first step onward.

The process starts with a free consultation so people can understand whether a deeper review makes sense before they commit to the audit.

Learn About The Audit
Process illustration showing consultation, audit, scorecard, blueprint, and recommendation flow.
01

Schedule the free consultation

Start with a lower-pressure conversation about your goals, concerns, and next steps.

02

Decide whether the audit is needed

If a deeper review makes sense, the $199 Audit & Education Package becomes the next step.

03

Schedule the audit consultation

Choose a 30-minute Zoom session through the Lionel Group Strategies calendar.

04

Receive payment and document instructions

Receive secure payment instructions, agreement forms, authorization forms, and the document checklist by email.

05

Review your audit findings

Understand what is affecting your credit and receive your scorecard and blueprint.

06

Choose ongoing support only if needed

Review the membership recommendation and move forward only if continuing support fits your goals.

Start Your Audit