Choose your pricing plan

  • Client Maintenance

    $450.00
    Every year
     
    • Five One- Hour Meetings a Year ($1,750 value)
    • One free minor update* to plan a year
  • Legacy Wealth Plan

    $7500
     
    Protecting your family for generations to come
     
    • Legacy Wealth Planning Intake
    • Asset Intake Meeting
    • Final Review Meeting
    • Final Signing