Let us take it from here.
SIMPLE, TRANSPARENT PRICING
One important thing, finally taken care of.
1
Year 1 · Setup
We do the work, so your family has a complete and organized financial picture.
Setup
$1,999
ome-time
For families with everyday finances, accounts, insurance, documents, and up to 4 rental units.
A dedicated specialist takes ownership of the process
About 3 guided sessions with your parents, up to 6 months
Your family’s financial picture, organized in one place
Message your specialist for the rest of the year
Setup Plus
$2,999
ome-time
For families with more complex finances, including 5+ rental units, businesses, commercial properties, or overseas accounts.
A dedicated specialist takes ownership of the process
About 5 guided sessions with your parents, up to 6 months
Your family’s financial picture, organized in one place
Message your specialist for the rest of the year
Start with just 50% down. Pay the remaining 50% when your parents' financial picture is complete.
2
Year 2 onward · Keeping it current
Choose how you’d like to keep your family’s information up to date.
Self Serve
$99
/year
Your family’s financial picture, kept current
A yearly check-in to confirm any changes
A one-page summary any time
Premium
Most popular
$299
/year
A yearly review with your specialist
Specialist helps gather updates and follow up on changes
Message your specialist all year
Includes annual tax return collection and beneficiary review
When something happens to Mom or Dad, your first call with your specialist is always free.
