Initial Consultation
$299.99
A personalized session to review your financial goals and outline the right path forward.
Legacy Planning
$2,459.99
Create a plan to preserve your wealth, values, and wishes for future generations.
Education Fund Strategy
$699.99
Build smart savings strategies to cover tuition and education costs with less stress.
Credit Analysis and Counseling
$165.95 per hour
Improve credit health through tailored advice, score reviews, and responsible strategies.
Spending and Budget Optimization
$1,479.99
Track, manage, and adjust spending habits to maximize savings and reduce waste.
Asset Growth and Wealth Advisory
$3,399.99
Guidance on building, protecting, and growing assets for long-term prosperity.
Retirement Pension Planning
$1,999.99
Plan income streams and savings strategies to sustain your lifestyle in retirement.
Generational Wealth Transfer Strategy
$1,099.99
Ensure smooth, tax-efficient transfer of assets to heirs and beneficiaries.
Tax Optimization and Filing
$799.99 per return
Reduce liabilities with proactive tax planning and accurate, compliant filing.
Holistic Financial Plan
$4,999.99
An all-in-one roadmap that integrates every part of your financial life.
