Pricing

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An initial complimentary consultation will help us get started and understand your needs. Upon completion of the consultation, and we all are excited to move forward; the next step is to schedule your *strategy session as mentioned below.

 A comprehensive plan covering every aspect of your finances, including savings, investments, debt, retirement, and giving. 

A deep dive into your current financial position, goals, and strategies to create a clear action plan. 

Guided sessions to map your money flow, clarify priorities, and uncover opportunities for growth.

Perfect for retirees or those wanting a focused snapshot of their current financial health and next steps.

 Comprehensive financial oversight for your business, including strategic planning, budgeting, forecasting, and high-level CFO guidance to maximize growth and profitability. 

When determining the right insurance for you, most of the work happens as part of the financial planning process. As a result, we only structure insurance policies for clients who are currently working with us in financial/wealth management programs. We are non-captive, meaning we do business with multiple carriers to find the best life and health insurance solutions tailored to your unique needs. There is no separate fee for insurance planning. Our compensation is from insurance companies.

 For a deeper dive, all new clients will have a Strategy session to determine which program is the best fit for you.  Please note, this session will be credited towards your plan/program.