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Personalized Financial Planning for Life’s Big Moments
Whether you're planning for college, retirement, or elder care, we offer tailored guidance to help you move forward with clarity and confidence.
OUR CORE PACAKGES
Simple, Transparent Planning Packages — Designed Around You
COLLEGE PLANNING
Parents and guardians preparing to fund a child’s college education.
Designed for parents and guardians who want to confidently prepare for the rising cost of higher education, this package helps you build a smart, strategic plan for your child’s future.
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Financial aid & FAFSA strategy
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Expected Family Contribution (EFC) analysis
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College cost forecasting
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529 savings plan advice
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Scholarship and grant insights
Price: $495
One-time fee, includes one follow-up session within 3 months
RETIREMENT PLANNING
Adults in their 40s–60s preparing for retirement with clarity.
Perfect for professionals in their 40s–60s, this package helps you plan for retirement with clarity, not guesswork. Together, we’ll evaluate your current savings and project future income and more.
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Retirement savings & income projections
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Tax-efficient withdrawal strategies
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Social Security timing guidance
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Pension or annuity analysis
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Healthcare & long-term care cost review
Price: $795
One-time fee, includes two follow-up sessions within 6 months
ELDER CARE & LEGACY PLANNING
Adults supporting aging parents or planning their own care.
This package supports adults navigating care for aging parents or planning for their own long-term needs. We help you understand and prepare for future care costs, explore health strategies and asset protection, and review housing and support options
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Long-term care cost planning
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Medicaid and asset protection overview
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Housing options & care costs
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Family communication guidance
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Basic estate planning review
Price: $695
One-time fee, includes one family strategy session
COMPREHENSIVE LIFE PLANNING BUNDLE
Families or individuals needing holistic support across multiple life stages.
If you’re looking for all-in-one support across every life stage, this bundle combines our college, retirement, and elder care services into one holistic experience.
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College Planning
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Retirement Readiness
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Elder Care Planning
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“Life Pathway” timeline and action checklist
Price: $1,495
4 sessions across 12 months
3 Steps to Financial Freedom
Start paving your path to a secure future today.
#1
Book Your Free Consultation
Discuss your goals and financial needs.
#2
Select a Planning
Package
Receive a plan tailored to your life stage and goals.
#3
Move Forward with Confidence
Take control of your finances with clarity and peace of mind.
FAQ's
Can I upgrade later?
Yes — if you purchase a basic package and decide to upgrade, your initial fee is credited toward the larger package.
Do you offer ongoing support?
Yes — you can schedule follow-up check-ins or annual reviews starting at $150 per session.
Can I bring my elderly parents?
We are pleased to collaborate all parties involved and often serve as an intermediary to help navigate challenging decisions.
Book a Free Consultation
In your 30-minute session, we’ll cover:
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Your financial goals or concerns
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Which life stage you're planning for (college, retirement, elder care, etc.)
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What roadmap might be right for you
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Time for questions