Every path starts with the Mirror
Mirror first.Then Map or Machine.
The Mirror creates clarity. The Map gives you the architecture. The Machine helps you build it. SweetSync keeps it compounding; SweetConnect carries it across a firm.
The path
From there, the work can become a Map, a Machine, ongoing SweetSync support, or firm-wide SweetConnect capability. You don't choose the right module before we begin — the Mirror shows what matters first.
Mirror
The starting point.
A 90-minute Seed plus a 90-minute Mirror session to create a clear snapshot, maturity map, and recommended next steps.
You want clarity before deciding what to build, buy, change, automate, delegate, or prioritize.
Map
Strategy you can execute.
We turn insight into documented logic, blueprints, sequencing, and practical decision structure.
You know something needs structure, but you want your team to implement the plan.
Machine
We build it together.
Create working assets, workflows, prompts, SOPs, operating structures, and implementation-ready materials.
You want the build, not just the plan.
SweetSync
Ongoing support after foundational work.
Stay aligned as your practice, tools, priorities, and opportunities evolve.
You want the system to keep improving instead of becoming another static document.
SweetConnect
Firm, partner, and network capability work.
Sponsored Mirrors, cohorts, workshops, playbooks, resource hubs, and custom programs.
You want to support many advisors, teams, branches, or audiences with practical capability-building.
The sequence
Clear pricing, in order. The Mirror is the one paid step you start with; Map and Machine are session-based, scoped together after the Mirror.
Mirror
01Required first
$950
one engagement
A 90-minute Seed + a 90-minute session.
Map
02Strategy you create
$1,400
per session
Minimum 3 sessions to build.
Machine
03We build it together
$1,800
per session
Minimum 3 sessions to build.
What changes at each stage
Clarity
See your current state and what matters most.
Structure
Turn thinking into a strategy people can follow.
Execution
Build the systems, assets, and prompts that move work forward.
Compounding support
Stay aligned, supported, and improving over time.
Scaled capability
Strengthen teams, standards, and impact across a broader group.
Choosing the right build
Start with Mirror if…
You need a clear baseline before deciding what comes next.
Choose Map if…
You want documented logic, decision structure, and a practical roadmap.
Choose Machine if…
You want working assets, workflows, prompts, SOPs, and operating pieces built with you.
Choose SweetConnect if…
You are a firm, branch, dealer, network, or partner supporting capability across a group.
By design
Most engagements begin with a solution before understanding the problem. We don't. The Mirror makes sure every dollar spent on the Map and Machine is directed at what actually matters — not the loudest problem, the important one.
No shortcuts. No skipping ahead. It's how the work actually compounds.
Questions
Can I skip the Mirror?
No. The Mirror comes first. Building without a baseline wastes everyone's time and spends effort on the visible problem instead of the important one.
How many sessions do most clients need?
Map and Machine run in blocks of at least three sessions. Most practices engage a few Map sessions and a handful of Machine sessions, depending on scope.
Is this only for solo advisors?
No. SweetBOS works with individual practices, multi-advisor firms, branches, fund companies, partner networks, and operations teams.
Start the path
It begins with the Mirror. One assessment, complete clarity — then we build together.