Individuals and Families
Every successful journey originates with a singular vision. Whether your goal is to establish a thriving enterprise, achieve millionaire status, elevate your wealth to multimillionaire levels, or build a lasting legacy for future generations, it all starts with a clear and purposeful plan.
Businesses, Non-Profits and Other Entities
We assist business owners in harmonizing family, business, and ownership objectives through comprehensive and strategic financial planning, aimed at mitigating risks, enhancing wealth accumulation, and optimizing operational efficiency.
Pricing for Individuals and Families
$3,000
The Navigator
This first Tier plan consists of the following:
Semi-annual Meetings
72 hour response time to texts, VMs and emails
No advanced Planning included
Collaboration with other professionals billed separately
Ideal for those with minimal planning needs and simple financial situations (W-2, No rental property, NW under 500K)
Includes management of Assets if total investable assets of the household are under 500K
$5,000
The Co-Pilot
The Second Tier plan consists of the following:
Quarterly meetings
48 hour response time to calls, texts, VMs and emails
One advanced planning included (international planning not included)
4 hours of collaboration with other professionals (CPA/EA, Attorney, Insurance agent, Banker, etc.)
Ideal for those with normal planning needs and standard financial situations (W-2 or 1099, one rental property, NW between 500K-1M)
Includes management of Assets if total investable assets of the household are under 500K
$13,000
The Pilot
The Third Tier plan consists of the following:
Bi-monthly meetings (6 a year)
Scheduled monthly check-up calls (15-30 mins)
24 hour response time to calls, texts, VMs and emails
Advanced planning included (international planning not included)
12 hours of collaboration with other professionals.
Includes 4 hours of consultation for parents or children(under 25).
Ideal for those with specific planning needs and unique financial situations.
$21,000
VIP
The Top Tier plan consists of the following:
Monthly meetings
Scheduled biweekly check-up calls (15-30 mins)
Same day response time to calls, texts, VMs and emails
Advanced planning included
Collaboration with other professionals included
Includes basic consultation for parents and children(under 25).
Ideal for those who want a White Glove Service experience and want to offload their financial life to a professional.
Pricing for Businesses, Non-Profits and Other Entities
$5,000
The Navigator
This first Tier plan consists of the following:
Semi-annual Meetings
72 hour response time to texts, VMs and emails
No advanced Planning included
Collaboration with other professionals billed separately
Ideal for those with minimal planning needs and simple financial situations (W-2, No rental property, NW under 500K)
$13,000
The Co-Pilot
The Second Tier plan consists of the following:
Quarterly meetings
48 hour response time to calls, texts, VMs and emails
One module of advanced planning included
4 hours of collaboration with other professionals (CPA/EA, Attorney, Insurance agent, Banker, etc.)
Ideal for those with normal planning needs and standard financial situations (W-2 or 1099, one rental property, NW between 500K-1M)
The Third Tier plan consists of the following:
Bi-monthly meetings (6 a year)
Scheduled monthly check-up calls (15-30 mins)
24 hour response time to calls, texts, VMs and emails
Advanced planning included
12 hours of collaboration with other professionals.
Includes 4 hours of consultation for parents or children(under 25).
Ideal for those with specific planning needs and unique financial situations.
$21,000
The Pilot
33,000
VIP
The Top Tier plan consists of the following:
Monthly meetings
Scheduled biweekly check-up calls (15-30 mins)
Same day response time to calls, texts, VMs and emails
Advanced planning included
Collaboration with other professionals included
Includes basic consultation for parents and children(under 25).
Ideal for those who want a White Glove Service experience and want to offload their financial life to a professional.