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. Also correct the bullet of services to:

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