Family Wealth Package
250.00 250.00 250.0 USD
For Families:
Up to 30 Minute File Consultation (per month)
1 and a Half Hours Credit Building (per month)
Credit Analysis, Education, and Recommendations
Budget Education and Recommendations
Debt Education and Recommendations
Tax Education and Recommendations
Wealth Building Education
Connections with Licensed Products Professionals
Business Wealth Package
450.00 450.00 450.0 USD
For Business Package Clients:
Up to 1 Hour File Consultation (per month)
2 Hours Bookkeeping & Accounting Services (per month)
2 Hours Credit Building (per month)
Credit Analysis, Education, and Recommendations
Budget Education and Recommendations
Debt Education and Recommendations
Tax Education and Recommendations
Wealth Building Education
Connections with Licensed Products Professionals
Tax Strategy (tax filing not included)
**** Addition business products are available for an additional cost
Personal Wealth Package
190.00 190.00 190.0 USD
For Individual Clients:
Up to 30 Minute File Consultation (per month)
1 and a Half Hours Credit Building (per month)
Credit Analysis, Education, and Recommendations
Budget Education and Recommendations
Debt Education and Recommendations
Tax Education and Recommendations
Wealth Building Education
Connections with Licensed Products Professionals
Tax Filing Packages
200.00 200.00 200.0 USD
Tax Filing
Pricing Details Below
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