Business Owners & Complex Households
$1,000/month*
- Integrated planning for personal and complex financial needs
- Guidance on multi-layered financial decisions
- Priority access for clarity or direction
Full-Service Financial Partnership
$500/month*
- Full planning across all core areas
- Support through each step of implementation
- Ongoing strategy updates as life evolves
- One-on-one financial strategy sessions
- Access for questions, clarity, and decisions
Personal Finanical Finanical Snapshot
$2,800/ plan
- High-level review of all planning areas
- A personalized plan with practical next steps
- Guidance as you move through your action items
- A final review for long-term clarity
- Support without unnecessary complexity
Implementation Options
Your planning fee covers strategy, guidance, and support — not product sales. Implementation is optional and is handled under a separate agreement.
You may:
• Implement strategies with me
• Implement on your own
• Another provider
• No requirement to move accounts or purchase products.