Starting at $750
Designed for a defined financial question that requires structured analysis.
Whether you are asking how long assisted living is affordable, how a long-term care insurance claim will affect cash flow, or what the tax impact of a specific withdrawal might be, this engagement provides written findings and scenario comparisons so you can move forward with clarity.
Includes structured analysis, written conclusions, and two follow-up meetings to address questions.
Starting at $4,000
When several financial decisions begin affecting each other — retirement income, withdrawals, taxes, insurance benefits, and legal positioning — comprehensive planning brings the full picture together.
This service is designed for families who need to understand how multiple moving parts work together before making long-term decisions.
We align retirement income, care costs, tax considerations, insurance coverage, and account structure so you can see how everything connects — not just one piece at a time.
Starting at $2,400
Designed for families who have made a major financial or care decision — or who have been suddenly thrust into caregiving and need steady guidance through the transition.
Major decisions do not end once the choice is made. Withdrawals, taxes, insurance benefits, active claims, and care needs continue to evolve.
This six-month engagement provides structured oversight, adjustments, and coordination so you are not navigating those changes alone.
Schedule a call to see whether flat-fee guidance is the right fit for your family.