Services and Pricing





 

Step 1: Choose A Base Plan


All plan packages are on sale through 12/31/2017
Red /Blue / Yellow Package: $800 $600

A financial plan to get you started, includes:

  • Free 30 minute consultation
  • Comprehensive needs analysis including:
    • Prior 2 years income tax review
    • Budget and savings workup
    • Credit analysis
    • Insurance coverage analysis
    • Retirement preparedness analysis
    • Estate preparedness analysis
  • Free 60 minute analysis and action plan review
  • Includes 4, 30 minute follow up credits for future use
Gold / Silver / Crystal Package: $1200 $1000

A more detailed financial plan. Red / Blue / Yellow plan PLUS:

  • Prior 3 years income tax review
  • Includes 8, 30 minute follow up credits for future use
  • One basic add-on
Ruby / Sapphire / Emerald Package: $2260 $1900

Our best package for savings. Red / Blue / Yellow plan PLUS:

  • Prior 4 years income tax review
  • Includes 12, 30 minute follow up credits for future use
  • One complex add-on

 

Step 2: Choose Your Add-Ons


Basic Add-Ons Starting at $300
Mortgage Refinance Analysis
Student or Auto Loan Analysis
Employee Benefit Enrollment Analysis
Basic Credit Remediation Assistance
Non-Real Estate Purchase Analysis
Debt Consolidation Assistance

 

Complex Add-Ons Starting at $600
Real Estate Purchase Analysis (Primary / Vacation Residence)
Real Estate Purchase Analysis (Investment Property)
Tax Preparation (through H&R Block)
Self-Employment Startup Assistance (business with no employees)

 

Step 3: Add Additional Call Credits


Each call credit = 30 minutes of meeting time
1 Call Credit: $40
6 Call Credits: $240 $228 (save $12!)
12 Call Credits: $480 $432 (save $48!)
18 Call Credits: $720 $612 (save $108!)
24 Call Credits: $960 $768 (save $192!)

 

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