Membership
Support That Fits Your Needs
Real People are Waiting to Talk Real Life with You.
We are ready when you are! Your membership gives you access to any of our services allowing you to move at your own pace and weave in and out of whatever kind of support you need, when you need it, wherever you are.
When you are ready - choose your membership level and join. A real-life concierge will contact you to build a plan designed to ensure you are comfortable but also successful.
MEMBERSHIP
Tier 1 Membership
Tier 1 Membership
Tier 1 Membership
- $1,800.00 per Month for 1 year
- Session Date Options: Monday - Thursday
- Complete Evaluation: 1 (2-hour Evaluation)
- Number of Services / Month: 1
- Some services are billed separately. Some services are billed separately. Legal document preparation, estate planning, Real Estate negotiation, business plan development, etc. are billed separately. [In event of legal challenges, we engage an attorney on your behalf. Attorneys have their own fees payable by the client.]
Tier 2 Membership
Tier 1 Membership
Tier 1 Membership
- $2,500.00 per Month for 1 year
- Session Date Options: Monday - Thursday
- Complete Evaluation: 1 (2-hour Evaluation)
- Number of Services / Month: 2
- Travel $500.00 per Travel + Hotel and Transportation for visit during services.
- Some services are billed separately.
- Some services are billed separately. Legal document preparation, estate planning, Real Estate negotiation, business plan development, etc. are billed separately. [In event of legal challenges, we engage an attorney on your behalf. Attorneys have their own fees payable by the client.]
Tier 3 Membership
Tier 1 Membership
Single Service Session
- $3,500.00 per Month for 1 year
- Session Date Options: Monday - Friday
- Complete Evaluation: 1 (2-hour Evaluation)
- Travel $500.00 per Travel + Hotel and Transportation for visit during services.
- Legacy Planning (includes will, advanced directives, estate planning, trusts, wealth building etc.
- Monthly reports
- Number of Services / Month: Negotiable based on legacy goals.
- Some services are billed separately. Legal document preparation, estate planning, Real Estate negotiation, business plan development, etc. are billed separately. [In event of legal challenges, we engage an attorney on your behalf. Attorneys have their own fees payable by the client.]
Single Service Session
Family Group | Estate and/or Legacy Planning
Single Service Session
- $1,500.00 (1 Time Fee) / 3 hr evaluation
- Session Date Options: Tuesday or Thursday
- (1) Service
Family Service Session
Family Group | Estate and/or Legacy Planning
Family Group | Estate and/or Legacy Planning
- $2,500.00 (1 Time Fee) / 4 hr evaluation
- Family Session
- (2) Services
Family Group | Estate and/or Legacy Planning
Family Group | Estate and/or Legacy Planning
Family Group | Estate and/or Legacy Planning
- $5,500 (1 Time Fee) 8 hr evaluation and plan proposal
- Family Meeting
- Launch Plan