Without a Plan
Education, retirement, tax, and investment choices can become fragmented decisions that conflict over time.
Pricing
You Can Choose Planning Only. No Obligation to Purchase Products.
Planning and implementation are independent. You can receive strategic analysis only, then choose any optional support later.
With a Plan
Key goals are organized into one coordinated strategy so families can make clearer decisions.
01
First Consultation
Free
A 30-minute conversation to understand your goals, questions, and whether we are a good fit.
02
Professional Consultation
Limited-time $150/hour
Standard rate $200/hour. Strategic analysis for your planning needs, goals, and next steps.
03
Product Recommendations (Optional)
No client fee
Paid by the product company through commission. Product recommendations are optional and fully client-directed.
A Transparent Model Built for Families
Instead of starting with an annual advisory model, we begin with a free first consultation and hourly planning so families can access clear advice with controlled cost.