The phases: budget, emergency fund, invest in your why

Philip lays out the firm's process as phases: buy into the philosophy, know your budget, build an emergency fund (a nod to Dave Ramsey, since the uncommon path needs cash to fall back on), then invest in what excites you. Once financially free, clients loop back to run the business better and eventually mentor others. He also plugs the book he and his partner are writing on the philosophy.