Pricing & Service Tiers
Transparent, tiered service options designed to meet your specific wealth transition planning needs
Our Pricing Philosophy
We believe in transparent, value-based pricing. Our service tiers are designed to provide options that align with your specific needs and budget. All pricing is discussed during your free initial consultation, and we'll work with you to determine the best service level for your situation.
Take Our Wealth Transition Planning Check Up
Get a comprehensive assessment of your wealth transition planning needs and discover opportunities to optimize your estate planning, retirement strategy, and wealth transfer goals.
Service Tiers
COMPREHENSIVE
COMPREHENSIVE wealth transition planning to elevate your financial life with ongoing, comprehensive financial planning and investment management – our core solution.
Includes:
- Comprehensive Financial Life Planning
- Custom Investment Strategy
- Optional Low-Fee Investment Management
- Socially responsible portfolios available
- Automatic rebalancing
LAUNCH
LAUNCH your wealth transition journey with financial coaching to get off to an excellent start.
Includes:
- Financial Coaching Sessions
- Basic Estate Planning Guidance
- Wealth Transition Education
- Goal Setting and Planning
- Budget and Cash Flow Management
AIM
AIM high with a short-term consultation with a CFP® to tackle a specific wealth transition planning project or analysis.
Includes:
- Project-Based Planning
- Specific Financial Analysis
- Clear Action Plan
- One-Time Consultation
- Written Recommendations
LIVE
CRUSH YOUR WEALTH TRANSITION GOALS with live workshops and coaching groups.
Includes:
- Live Workshops and Boot Camps
- Financial Coaching Groups
- Company Workshops and Webinars
- One-to-One Financial Consultations
- Customized Content for Your Organization
LEARN
LEARN at your own pace with DIY educational resources.
Includes:
- The Wealth Transition Blog
- Free Intro Workshops and Webinars
- Wealth Transition Guides™ with Checklists
- DIY Online Courses (Coming Soon)
- Podcast - Stories from Wealth Transition (Coming Soon)
What's Typically Included
Core Services
- Initial consultation and assessment
- Customized transition strategy
- Property evaluation and recommendations
- Market analysis and timing guidance
- Coordination with your financial planner
Additional Support
- Ongoing communication and updates
- Transaction management and coordination
- Post-transition follow-up
- Access to resources and guides
- Long-term relationship management
Transparent Pricing
We believe in transparent, upfront pricing. During your free initial consultation, we'll:
- Discuss your specific needs and goals
- Review our service tier options
- Provide clear pricing information
- Answer any questions about fees and services
- Help you choose the best service level for your situation
No hidden fees. No surprises. We're committed to providing value and transparency in everything we do.
For Financial Planners
Our CFP Partnership Program offers special pricing and service arrangements for CERTIFIED Financial Planners. Learn how partnering with us can benefit your practice and your clients.
Ready to Discuss Your Options?
Schedule a free consultation to learn more about our service tiers and pricing options.
Take Our Wealth Transition Planning Check Up
Get a comprehensive assessment of your wealth transition planning needs and discover opportunities to optimize your estate planning, retirement strategy, and wealth transfer goals.