Choose Your Financial Plan
Join thousands who have transformed their financial future with our comprehensive planning solutions.
Legacy Plan
"Green"
Get started today with our Base Plan.
Let us help you reach your Destiny!
$149
per month
Free for Educators
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Complete Review of Your Financial Foundation & Monthly Cash Flow
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A thorough Review of your Financial Goals and Concerns
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Assessment of Your Insurance Protection Plans
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Complete Review of Your Retirement and Investment Plans
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Personalized Plans to Reach Your Goals
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Quarterly Financial Check-Ins
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Expert Tools to Help You Reach Your Financial Destiny
Join Legacy Plan
Most Popular
Leaders Plan
"Gold"
See what our Comprehensive Services can do for you. Full access guaranteed.
$300
per month
Our Gold Standard Plan
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All Services & Features Offered in the Legacy Plan
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Exclusive Resources including Estate Planning Plans (Including a Will & Trust)
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Tailored Financial Workshops
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Comprehensive Reports (Quarterly Financial Assessments)
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Client Education Sessions
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Tax Analysis and Preparation
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Business Consulting and Guidance
Join Leaders Plan
Legends Plan
"Platinum"
Join today and experience a dedicated VIP solution for your finances
$600
per month
Comprehensive VIP Package
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All Services & Features Offered in the Legacy "Green" and Leaders "Gold" Plans
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Dedicated Personal Financial Website
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Comprehensive Estate Planning and Trust Services
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Annual Client Appreciation Event
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Annual Financial Master Mind and Networking Excursion
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Expert Consulting
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Enhanced Support Services Team
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Real Estate Investment Consulting