Upfront Cost

Zero — A brief questionnaire and 15 minute phone call to discuss our services, the process, and your families particular needs. 

Get the Ball Roll'n

Forward Pursuit — $250 to enter into a advising agreement with a family. This includes the first hour of goal setting and planning. We will answer all of your questions and make a road map to reach your goals.


Time Well Spent — After purchasing a package, phone calls are billed every 30 minutes and all other forms of communication are billed every 15 minutes.  Research, preparation, and deliver will be billed in 15 minute increments. 

Rates + Packages

Pre-Purchased Time — $125 per hour is the base rate. Families are able to purchase three different packages that allow their goals to be achieved.