THE ONLY PLATFORM CREATED
BY PLANNERS THAT ARE STILL ACTIVELY
PLANNING AND ACCEPTING CLIENTS
“I love the work life balance it has created. It allows us to cut down on back & forth emails while always having a consistently updated resource for the couple and our team.”
Kristi F.
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“It’s like buying a fabulous dress that is machine washable instead of dry clean - win win!
Only 25% of my clients would use their Aisle Planner account, now I have 90% of my clients engaged in the process because it's so much easier to use. My clients have been blown away with the abundance of information.”
Jackie C.
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SCHEDULE A DISCOVERY CALL!
Unlike other planning platforms, the Refine Portal is far more than an empty organized shell.
Inside, I'm giving you my planning process, checklists, meeting agendas, and more.
GRAB A 20 MINUTE DISCOVERY CALL WITH OUR TEAM TO:
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ASK QUESTIONS
LEARN MORE ABOUT HOW THE REFINE PORTAL CAN HELP YOU GET YOUR LIFE BACK
DISCOVERY CALL!
DISCOVERY CALL!
Designed to help you find and use the many time-saving Portal features you have yet to discover or master!
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