Services & Pricing

this is how the story goes...

Typically, when you hire a financial advisor to help you manage your money, you give them your money, they put it into some bank and ask for your signature, and then they leave.

Which is where the problem starts.

Sure, you now have your money “working for you” but you’re still COMPLETELY in the dark about what any of it means. So, you just have to sit and wait and hope that you are doing “the right thing” with your finances.

And even if you do reach out to your financial advisor to try to learn more about how it all works? You’ll probably just get a whole bunch of financial jargon thrown back at you or you’ll be ghosted, waiting on a reply to a simple question for weeks on end.

Ready to build wealth, protect your legacy AND save thousands of dollars on your taxes?​

The VIP Day

$2,500 for Individuals
$3,500 for Business Owners & Couples

On-Going Financial Advice, Investing & Tax Strategy

Starting at $500 per month

The VIP Experience

Our flagship and signature offer where we work together for 5 hours to get your entire financial life in order and automate your investments!

On-Going Financial Advice, Investing & Tax Strategy

Want us to manage your money and have an on-going financial planing relationship where we review your home purchases, tax saving strategies, investments, estate planning, insurance, and more?