Service Level Options

• Annual CIQ/MAP Planning
• Unlimited Non-Tax Planning Priorities
• Meetings with Family Office Specialists
• Healthcare Power of Attorney
• Financial Power of Attorney

Monthly Fee - $250

• Annual CIQ/MAP Planning
• Up to 3 Additional Strategy Meetings
• Unlimited Planning Priorities
• Meetings with Family Office Specialists
• Healthcare Power of Attorney
• Financial Power of Attorney
• "12 Months of Proactivity" Education Webinar Program

Monthly Fee - $500

• Annual CIQ/MAP Planning
• Strategy Meetings as Needed
• Planning Priorities as Needed
• Meetings with Family Office Specialists
• Healthcare Power of Attorney
• Financial Power of Attorney
• "12 Months of Proactivity" Education Webinar Program

Monthly Fee - Tailored