client onboarding

Mininaire Consultant Client Onboarding Guide

1.1 Phase 

1: Welcome & Philosophy Introduction

Objective: Root the client in the Mininaire mindset—financial fulfillment, emotional wealth, and intentional design.

Materials to Share:

• Mininaire Manifesto or Philosophy Overview (1-pager)
  

• Life-As-A-House Metaphor Explainer
  

• Quiz or Visual Series: “Mininaire vs. Millionaire” and “Mininaire vs. Minimalist”
  
  

Conversation Prompts:

• What does wealth feel like—not just look like—for you
  

• Have you ever felt like success was built using someone else’s blueprint
  
  

1.2 Phase 

2: Foundation Assessment (Financial Room)

Objective: Evaluate client’s current financial beliefs and systems using the Mininaire lens.

Tools to Use:

• The “Financial Foundation of Enough” worksheet
  

• Budgeting With Purpose template
  

• Small Business Bonds / Fractional Investing 101 guide
  
  

Questions to Explore:

• Do your finances serve stability or status
  

• What does ‘enough’ mean to you—right now
  

• Are there financial tools you’re curious about but feel intimidated by
  
  

1.3 Phase 

3: Emotional Alignment Audit (Spiritual Room)

Objective: Discover how clients arrange their inner lives—and what needs redesigning.

Tools to Use:

• Core Values Reflection exercise
  

• Sanctuary Ritual Blueprint (daily or weekly practices)
  

• Life-House Journal Template (ongoing)
  
  

Questions to Explore:

• Which emotions take up the most space in your current “house”
  

• What clutter (emotional or relational) would you like to release
  
  

1.4 Phase 

4: Authentic Connection Evaluation (Intimate Room)

Objective: Explore boundaries, vulnerability, and authenticity in personal relationships.

Tools to Use:

• “Performative vs. Present” Scenario Cards
  

• Safe Space Mapping exercise
  

• Relationship Intention Framework
  
  

Questions to Explore:

• Where do you feel fully seen—and where do you hide
  

• How do you experience desire without performance
  
  

1.5

Phase 5: Family Blueprint Discovery (Family Room)

Objective: Support clients in cultivating reciprocal, time-rich relationships.

Tools to Use:

• “Time-Rich Moments” Planner
  

• Family Values Mission Board
  

• Calendar Realignment Template
  
  

Questions to Explore:

• What obligations drain your relational energy
  

• What rituals or moments bring your family connection alive
  
  

1.6 Phase 

6: Renovation Session & Goal Setting

Objective: Create an actionable path forward, grounded in emotional clarity and financial fulfillment.

Tools to Use:

• Weekly Mininaire Life-House Blueprint
  

• Vision Board: “The Cottage That Feels Like Me”
  

• Affirmation Cards + Closing Meditation
  
  

Questions to Explore:

• If you could redesign one room in your life-house right now, which one would it be
  

• What symbols or status stories are ready to be retired