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 – $10,000
  Multi-faceted long-term care strategies, asset protection planning, complex family financial transitions

• Monthly financial and caregiving check-ins.

• Strategic updates and priority support for urgent questions.

• Continuous guidance for evolving caregiving responsibilities.