Family Strategic Planning System® Levels


$100 / mo

Family Strategic Plan

Values & Vision

Cash Flow & Budget

Tax Projections

Personal Investment Strategy


$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


$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


Insurance Audit

Legal Audit

Family Office


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

Lifeworks Family Strategic Planning System™

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