Pricing

Initial consultation:

Free – 20 minutes

New Client Discount

40% OFF YOUR FIRST MONTH

New clients only. Terms apply.

Referral Reward

REFER & SAVE $25

Receive a $25 credit toward your next monthly payment when someone you refer enrolls and pays for their first month.

One-Time Client Setup:

$69.99

Essential Care:

Request a quote

Complete Care: Most Popular

Request a quote

Premier Care:

Request a quote

POA Support:

Custom quote

Additional work outside the plan:

Hourly rate

Additional household/member:

Monthly

Complex initial financial organization:

Quoted individually

Lifestyle Coordination:

Custom quote or hourly

Notes: Monthly plans cover the defined scope of services. Additional work outside plan is billed hourly with client approval. Add-on pricing for additional household/member reflects complexity and frequency. Services that require authorization are performed only with appropriate written authorization.