Explore Our Packages
Getting Started (Package 1)
Our "Getting Started" service package is the perfect solution for newcomers, offering essential tools and guidance to help you hit the ground running. It's an excellent choice for those looking to quickly establish a strong foundation and get up to speed with ease. ​
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Inside this package, you’ll find:
- A personalized financial review: We’ll assess your current situation and identify your strengths, gaps, and opportunities for improvement.
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- Clear financial goal mapping: Define what financial success looks like for you and outline realistic, actionable next steps.
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- Customized tools and templates: Simple, easy-to-use resources to help you track your spending, set savings targets, and manage priorities with confidence.
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- One-on-one strategy session: A focused conversation where we address your most pressing questions and outline your personalized path forward.
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- Email follow-up and resource guide: After our session, you’ll receive curated tips and recommendations to keep your momentum going.
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This package is perfect if you’re just starting your financial wellness journey and want a structured, supportive way to build a strong foundation without the overwhelm.
Book your complimentary strategy call to discover how this package can best support your goals.
Individuals & Families (Package 2)
Life is full of transitions: maybe you’ve changed jobs, experienced a loss, gone through a divorce, or are now helping an aging parent manage their finances and future.Our "Individuals and Families" package is designed to provide personalized support and resources tailored to your unique needs. It's a great option for those seeking comprehensive assistance to navigate life's various challenges with ease and confidence.
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Here’s what you’ll get:
- A complimentary strategy call to review your current financial situation and identify opportunities for savings, protection, and planning.
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- Tailored tax strategies and advice you may not have thought about, helping you minimize liabilities and maximize your resources.
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- Guidance on managing family finances during transitions, whether supporting a senior parent, coordinating inheritances, or adjusting your own budget after major life events.
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- Actionable financial plans that address short-term challenges and long-term goals, giving you a roadmap to reduce stress and make informed decisions.
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- Ongoing support and check-ins, so you’re not navigating these decisions alone; you’ll have someone helping you plan, protect, and grow your resources.
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Start with a complimentary strategy call to see how this package fits your current needs and next steps.
Customized Support For Your Business Financial Wellness Program (Package 3)
**Fee depends on company size.
Running a business is rewarding, but it comes with unique financial responsibilities and opportunities.
The "Business Owners" package offers specialized services to help entrepreneurs streamline operations, reduce taxes, and grow their business sustainably, without getting bogged down in the details. It's an ideal choice for those looking to take their business to the next level with expert support and tailored solutions.
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Here’s what’s included:
- A complimentary strategy call to assess your business finances, operations, and growth opportunities.
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- Tailored tax planning strategies to reduce liabilities, take advantage of deductions, and optimize your business structure for maximum efficiency.
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- Cash flow and budget planning to ensure you have the resources you need to grow while keeping the business financially healthy.
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- Guidance on retirement planning, employee benefits, and succession planning so you can protect yourself, your team, and your legacy.
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- Actionable insights and ongoing support so you can focus on your business while feeling confident that your financial foundation is strong.
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Schedule your complimentary strategy call to explore how this package aligns with your financial goals.
