The Life Strategist

RECOMMENDED

The Life Strategist

$3,500

For the 1st 6 months.

Then $99.99/ month after.

Everything in The Life Starter

PLUS...

  • Revocable Trust (Annual Reviews)

  • Tax Planning (Annual Reviews)

  • Unofficial Business Valuation 

  • Business Exit Plan *

  • Business Structuring Consultation *

  • Partnership Buy/Sell Agreement Consultation *

  • CRM / Website Hosting and Design Tools *

* If you're also a business owner

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