Transparent Pricing

Choose the package that fits your needs. All services include our commitment to precision, expertise, and measurable success.

Discovery Call

Free

15-minute introductory conversation to understand your goals and discuss how we can help

  • Understand your situation
  • Discuss service fit
  • Answer questions
  • No obligation
Schedule Call

Initial Consultation

$500

60-minute strategic consultation to assess your needs and outline potential solutions

  • 60-minute video consultation
  • Needs assessment & analysis
  • Strategic recommendations
  • Action plan overview
  • Follow-up summary document
Book Consultation
Most Popular

Half-Day Strategy Session

$2,500

Intensive 4-hour strategy session with detailed analysis and implementation roadmap

  • 4-hour strategy session
  • In-depth analysis
  • Custom framework design
  • Detailed implementation roadmap
  • 30-day email support
  • Follow-up consultation (1 hour)
Get Started

Full-Day Comprehensive

$7,500

Full-day engagement with ongoing support for complex strategic initiatives

  • Full-day consultation (8 hours)
  • Comprehensive strategic analysis
  • Custom frameworks & documentation
  • Implementation support plan
  • 90-day email & call support
  • Monthly check-in calls (3 months)
  • Priority scheduling
Get Started

What We Help With

Personal Finance

Optimize your money, eliminate debt, reduce taxes, and build wealth strategically.

Career Strategy

Accelerate your career, increase compensation, and position yourself for success.

Business Structure

Structure your business for maximum profit, tax efficiency, and sustainable growth.

All engagements include our standard confidentiality agreement and are backed by our satisfaction guarantee.

Have questions or need a custom engagement? Schedule a free discovery call to discuss your specific needs.

Secure Payment
Satisfaction Guaranteed
Complete Discretion

Frequently Asked Questions

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, American Express, Discover) through our secure Stripe payment processor. All transactions are encrypted and secure.

Do you offer individual services or only packages?

Yes! All our services are available à la carte or as custom combinations. During your initial consultation, we'll discuss your specific needs and recommend the best approach—whether that's a focused individual service, a bundled package, or an ongoing retainer.

Can I customize a package?

Absolutely! The packages above are starting points. We frequently customize engagements based on specific client needs. Contact us to discuss your requirements.

What's your refund policy?

We offer a satisfaction guarantee on all one-time packages. If you're not satisfied with your initial consultation, we'll refund your payment, no questions asked. For ongoing retainers, you can cancel anytime with 30 days' notice.

Do I need ongoing support or can I just do a consultation?

Both options work! Many clients start with the free discovery call or initial consultation, then decide if ongoing advisory support makes sense for their goals.

What happens after I purchase?

You'll receive an immediate confirmation email with next steps. We'll reach out within 24 hours to schedule your session and send any necessary preparation materials.

Is there a minimum commitment for retainers?

No minimum commitment required. Our monthly retainers are month-to-month and can be cancelled anytime with 30 days' notice. We believe in earning your business every month.

Not Sure Which Package Is Right?

Schedule a free 15-minute discovery call to discuss your needs and find the perfect fit.

Schedule Discovery Call