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, insurance, investments, debt, retirement, and giving.  Through the Comprehensive Wealth alignment session, we'll visualize your complete  financial picture. We will identify ways to optimize, realign, and strengthen your wealth strategy for long-term success in key areas such as  

• Tax-efficient growth and income strategies
• Estate and legacy planning 
• Business succession 
• Charitable or faith-based giving

Our Retirement Readiness Assessment and Strategic Plan Review helps you evaluate where you stand today, identify potential shortfalls or opportunities, and ensure your retirement strategy aligns with your goals and lifestyle.

Through our Strategic Retirement Plan Review, we’ll assess your current financial positioning, evaluate your readiness for the next phase of life, and design strategies to help sustain the lifestyle you’ve worked so hard to achieve.

Our Financial Stewardship: Holistic Financial Checkup is designed to give you a complete view of your financial health — aligning your goals, values, and resources through the lens of wise stewardship.
 

Through our Strategy Review, we’ll evaluate your current financial plan, identify opportunities to strengthen your strategy, and ensure every decision supports long-term stability and faith-based stewardship.

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

*Included with Medicare Planning.

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

Day to day or monthly oversight for your business, including strategic planning, budgeting, forecasting, accounting and bookkeeping. To include high-level CFO guidance to maximize growth and profitability. Price varies depending on the complexity and size of your business. Our consultation will uncover your level of service. 

When determining the right insurance for you, most of the work happens as part of the financial planning process. As a result, we structure insurance policies for clients who are currently working with us in financial/wealth management  or benefits programs. We are non-captive, meaning we have 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.