Family Strategic Planning System™ Levels

Essential

$100 / mo

Family Strategic Plan

Values & Vision

Cash Flow & Budget

Tax Projections

Personal Investment Strategy

Family

$300 / mo

Everything in Essential +

College Education Funding

Social Security Maximization

Insurance Planning & Recommendation

Your Employee Benefits Planning

Estate Planning

Access to Legal & Tax Specialists

Tax Return Audit & Analysis

Entreprenuer

$600 / mo

Everything in Family +

Personal Financial Statements

Business Strategic Plan

Exit Planning

Business Continuation Planning (buy/sell)

Tax Minimization

Cash Flow & Distribution Planning

Key Employee Benefits & Compensation Planning

Valuation

Insurance Audit

Legal Audit

Family Office

Custom

Multi-Generational Wealth Planning

Alternative Investments

Trust & LLP Services

Dedicated Advisor Team

Financial Statement Preparation

Multiple Businesses

24/7 Support & Partner Access

Family Strategic Planning Retreats

Want to get started? Select the plan that fits you most.