Our Service Offerings

Three comprehensive planning levels, each building on the previous to provide the depth and expertise your situation requires.

Retirement Cash Flow Blueprint
$2,450

Foundation Clarity

  • What's Included:
  • Retirement Readiness
  • Income projections
  • Expert Analysis
  • Social Security strategy
Most Popular
Retirement Without Regret Plan
$5,200

Complete Optimization

  • Everything in Level 1, plus:
  • Risk reduction
  • Tax strategies
  • Estate planning
  • Insurance optimization
Advanced Wealth Navigator
$10,500+

Premium Guidance

  • Levels 1 & 2, plus:
  • Advanced tax
  • Charitable giving
  • Business exit
  • Property sales

Our Process

Regardless of which level you choose, you'll experience our proven four-phase process:

Phase
Length
Focus
Deliverable
Discovery
45-60 min
Goals & fit
Go/no-go decision
Planning
2 Weeks
Analysis & strategy
Written plan
Implementation
60-90 days
Execute Plan
Activate strategy
Ongoing Care
Continuous
Monitor & optimize
Coordinated life