milles-studio-QvMUQZZfxj4-unsplash.jpg
milles-studio-QvMUQZZfxj4-unsplash.jpg

PACKAGE 2: Comprehensive & Growth (Most Popular) Subscription

$225.00 every month for 6 months

For: Families, mid-career professionals, healthcare workers, and clients who want steady long-term guidance.

For: Families, mid-career professionals, healthcare workers, and clients who want steady long-term guidance.

Includes everything in Foundational PLUS:

  • Foundational package

  • Full comprehensive consulting plan

  • Student loan analysis

  • Retirement projections

  • Professional-grade financial reports

  • 3 review sessions per year

  • Priority email support (within 48 hours)

This package is best for clients who:

  • Want to build long-term wealth

  • Need a full-picture strategy

  • Want guidance during life transitions

  • Are preparing seriously for retirement