Flat-Fee Financial Planning Pricing Options

• One-on-one session for immediate guidance on caregiving or financial concerns.

• Get clarity on benefits, insurance, and short-term planning.

• Perfect for new caregivers or those with specific questions.

Billed as a flat fee, this service offers expert support tailored to your caregiving journey.

Pricing varies based on complexity and scope - for example:

• Basic Planning: $750 – $1,500 
  Power of Attorney setup, basic budgeting for care costs, insurance policy review
• Comprehensive Planning: $1,500 – $5,000
  Coordinating caregiving and financial responsibilities, Medicaid eligibility review, estate planning alignment
• Advanced Planning: $5,000 – $10,000Multi-faceted long-term care strategies, asset protection planning, complex family financial transitions