Service Extensions

  •  Extra Account Connections $35/ month per account

    • Add additional financial accounts beyond your tier’s base limit.

    • Ensures complete oversight across all financial assets, maintaining clarity and structure.

      Please note:

      In person engagements are available for Corporate clients only


  • 1. Additional In Person Sessions $150/ per session

    • Schedule extra in person or live reviews beyond the base tier.

    • Ideal for clients who prefer face to face strategic guidance or quarterly immersive financial planning.

    2. Extra Account Connections $50/ month per account

    • Add additional financial accounts beyond your tier’s base limit.

    3. Complex or Disorganized Financial Situations $200 Base engagement

    • Designed for clients with multiple income sources, high frequency transactions, or highly complex financial arrangements.

    • Final pricing reflects the scope of work, account volume, and level of complexity involved.

    4. Additional Employee Payroll Support (Elite Tier Only) $150/ month base + $8 month per employee

    • Payroll services for additional employees are available as an add on exclusively to Elite Tier clients.


Our Process

1

Application

A short application will help us better understand your needs so we can recommend the most suitable service tier for you.

2

Initial Consultation

Once your application is reviewed, we will connect for a focused consultation to better understand your needs and determine the best path forward.

3

Onboarding

Services begin upon payment. We guide you through secure account setup and system integration for a seamless start. Supporting your objectives from day one.

Seamless Scheduling 

Designed for Your Convenience

Our scheduling is seamless and respects your time. All appointments can be managed directly through your secure dashboard.

Flexible timing /    Virtual or In person /   Easy rescheduling 



Our mission is to maintain financial order and visibility, removing unnecessary complexity and allowing our clients to operate with focus and intent.


Tax Deductibility

Fees for our services may qualify as ordinary and necessary business expenses and may be deductible for certain clients, subject to individual circumstances. Clients are advised to consult their tax advisor.


Additional Information