We offer our services in three phases to keep pace with your financial growth. We understand every financial picture is unique and our partnership needs to reflect that individuality. We offer Foundational Toolkits for those starting their financial journey, Structural Toolkits for those with a firm handle on their goals, and Pinnacle Toolkits for those looking to build generational wealth.

Toolkit Comparison Chart

Foundational Toolkit

Who you are

-Looking to eliminate personal debt and student loan debt

-Interested in perfecting your monthly budget

-Seeking guidance to get off the paycheck to paycheck cycle and maximize savings to gain financial independence

What you get- starting at $40/mo

  • Unlimited phone and email access to money gurus and tax pros
  • Annual tax return preparation and filing
  • W-4 withholding calculation
  • Open enrollment review and support
  • Debt elimination plan
  • Regular budget reviews

Structural Toolkit

Who you are

-Looking to eliminate mortgage debt or buy a home now that personal debt is paid off

-Interested in perfecting retirement savings and college funding

-Seeking guidance involving in-depth tax planning such as purchase/sale of rental property

What you get- starting at $75/mo

  • Unlimited phone and email access to money gurus and tax pros
  • Annual tax return preparation and filing
  • Entire Foundational Toolkit
  • Rental/self employment help
  • Retirement review and planning
  • Tax planning support

Pinnacle Toolkit

Who you are

-Looking to build generational wealth

-Interested in protecting your legacy through succession planning

-Seeking guidance to ensure retirement goals are secure

What you get- starting at $150/mo

  • Unlimited phone and email access to money gurus and tax pros
  • Annual tax return preparation and filing
  • Both Foundational and Structural Toolkits in full
  • College funding plan and support
  • Legacy planning
  • Portfolio diversification planning
  • Quarterly estimated tax payments
  • Will and trust support