Choose Your Path

CHOOSE YOUR PERFECT PLAN FOR YOU

Select the plan that best fits your needs and seamlessly adapts to support your future growth.

The Life Starter

$1,497

(Total for the 1st 6 months)

Then $49.99/ month after.

  • 6 Month Life Strategy Accelerator

  • Basic Estate Planning

  • Will (Annual Reviews)

  • Living Will (Unlimited Updates)

  • Children's Guardianship Documents (Unlimited Updates)

  • Financial Power of Attorney (Unlimited Updates)

  • Health Care Directive (Unlimited Updates)

  • Retirement Planning (Annual Reviews)

  • Social Security / Medicare / Medicaid Planning (Annual Reviews)

  • Life Insurance Consultation (Annual Reviews)

  • Monthly Group Coaching Calls

  • Document Cloud Storage 

RECOMMENDED

The Life Strategist

$4,997

(Total for the 1st 6 months)

Then $99.99/ month after.

Everything in

The Life Starter

PLUS...

  • Virtual Family Office

  • Comprehensive Estate Planning

  • Revocable Trust (Annual Reviews)

  • Tax Planning (Annual Reviews)

  • Unofficial Business Valuation * 

  • Business Exit Plan *

  • Employee Benefits Consultation

  • Business Structuring Consultation *

  • Partnership Buy/Sell Agreement Consultation *

  • CRM / Website Hosting and Design Tools *

* If you're also a business owner

BEST VALUE

The Life Saver

$11,997

(Total for the 1st 6 months)

Then $149.99/ month after.

Everything in

The Life Starter

AND

Everything in

The Life Strategist

FOR

  • You and up to 3 of your employees, family members, or friends (4 total)

The Life Succession

Have More Than 4 Lives to Protect and Provide For By Giving Them A Life Strategist Package?

Schedule an appointment with our certified Life Strategists to discuss custom options.

GET STARTED

Virtual / Video

Schedule A Virtual Meeting

Phone

Schedule A Phone Meeting