Private Client

$4000 annually or $334/month

(Initial 12-month commitment if paying monthly)

Designed to help advanced and complex financial planning clients needing more customized services.

Everything in Foundations, Advanced and Professional with customized services, this package can be customized but often includes:

• Generational Wealth & Legacy Planning
• Business Succession Planning
• Custom Portfolios
• Complex Retirement Planning
• LLC/K-1 Strategies
• CPA Coordination