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Packages and Pricing

Single Session Starter

Quick review or a deep dive into one specific topic.

$149/session

Features

  • Best for: Individuals seeking a specific answer, a quick review of one financial document, or a test run before purchasing a comprehensive package
  • Key Outcome: You walk away with clarity and immediate, actionable steps on one specific financial topic
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The Financial Blueprint

Building a strong foundation and a personalized roadmap.

$479/6 sessions

Features

  • Best for: Those wanting to start strong with a structured, personalized roadmap and build a robust financial foundation from the ground up
  • Core focus: net worth, cash flow system, emergency fund, disability and life insurance strategies and debt or student loan strategies
  • Email support (up to 72hr turnaround time)

The Wealth Accelerator

Implementation, strategic growth, and deeper investment dives.

$999/12 sessions

Features

  • Includes everything in The financial Blueprint PLUS:
  • The tax advantaged waterfall
  • Investment philosophy 101
  • The hidden accounts (HSA and Backdoor Roth)
  • Optimization and building legacy
  • Email support (24-48hr turnaround time)

The Total Transformation

Comprehensive, long-term advanced planning with high-touch support.

$1699/20 sessions

Features

  • Everything in The Wealth Accelerator PLUS:
  • Educational deep-dives into how wealth is built without picking specific stocks
  • Advanced concepts and long-term sustainability
  • Unlimited Priority Email and Text support

Ready to elevate your finances?

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