$300 per session

Focused, one-on-one guidance for immediate questions and clarity.

What You Receive:

• High-level financial and investment guidance
• Clarification around options and tradeoffs
• Verbal recommendations
• Brief written recap with next steps

Ideal For:

• “Am I thinking about this right?” questions
• Medicare or insurance clarification
• Preparing for family conversations
• High-level tax or investment considerations

$750 to several thousand

Defined engagement with clear outcomes.

Includes:

• Written findings and recommendations
• Actionable next steps
• Calculations and planning tools
• Investment advice aligned with caregiving realities
• Coordination notes (as needed)

Project Types:

• Tax and insurance reviews
• Investment and income planning
• Long-term care modeling
• Care option comparisons
• Medicaid overview (non-legal)
• Organizing a parent’s finances
• Family meeting facilitation

Starting at $4,000

Full, flexible planning for complex situations.

Includes:

• Comprehensive written financial plan
• Integrated investment advice
• Prioritized next steps
• Scenario comparisons
• Professional coordination

Ideal For:

• Major care transitions
• Overlapping financial responsibilities

High-stakes, long-term decisions

Starting at $300/month

For evolving care and financial needs.

Includes:

• Regular check-ins
• Adjusted projections and guidance
• Between-meeting support

Written summaries