Take control of your financial future with a comprehensive, expert-driven assessment using the Elements® Financial Monitoring App. We analyze your cash flow, debt, investments, and tax efficiency to highlight strengths and uncover opportunities. You'll receive a personalized video analysis and a 1:1 strategy session to map out your next steps with confidence.

Pricing: $149 (Standard) | $299 (Premium, strategy session and action plan)

Protect your wealth and secure your legacy with state-specific estate planning powered by Wealth.com. Whether you need a Will-Based Plan or a Trust-Based Plan, we provide expert guidance, legal document preparation, and ongoing plan updates to ensure seamless wealth transfer and tax efficiency. Our process is modern, secure, and easy to navigate.

Pricing: $699 (Will-Based) | $1,299 (Trust-Based)

Build financial confidence with structured coaching, ongoing insights, and expert guidance through this membership-based program. Gain access to the Elements® app, quarterly check-ins, and personalized financial strategies to keep you on track. Whether you're starting out or optimizing wealth, this program gives you the clarity and support you need.

Pricing: $47/month (Essentials) | $97/month (Momentum) | $197/month (Pro)

For high-income professionals and business owners seeking full-service financial planning and investment management, this program delivers custom strategies, tax optimization, and estate planning tailored to your unique goals. We help you protect, grow, and manage your wealth with a personalized approach that evolves with you.

Pricing: $250/month (Strategic) | $400/month (Advanced) | $650/month (Private Client)