Wealth Diagnostics & Portfolio Architecture
Concierge Estate Plan Audit
Attorney-Reviewed Clarity for Your Existing Plan
Receive a professional review of your existing estate plan. You will get a Visual Estate Plan Summary (VEPS) to outline previous decisions and a Plan Summary list of considerations to confirm your intentions remain current. This service includes a 30-minute Wealth Architect strategy session to identify hidden risks and discuss your legacy. The completed summary is provided within 10 business days.
1 hour | $450
Legacy & Protection Audit
Secure your future with a professional estate structure and risk assessment.
A comprehensive 45-minute tactical risk assessment and estate structure review. We evaluate your existing readiness posture, isolate potential asset exposure vulnerabilities, and cross-reference your current setup against modern wealth protection frameworks. This education-first diagnostic session gives you immediate clarity on how to legally insulate your portfolio before an unexpected life event occurs.
45 minutes | $99
Attorney-Backed Will & Power of Attorney Suites
Essential Legal Directives & Asset Protections
Establish vital healthcare proxies, legal directives, and clear asset distribution frameworks backed by a licensed state-specific attorney network. This tier includes our fully managed Essential Powers Suite ($850), Elite Powers Suite ($1,250), Essential Will Suite ($1,450), and Elite Will Suite ($1,950) configured precisely for your family's needs.
Starts at $850
Premier Living Trust & White-Glove LegaciesÂ
Probate Avoidance & Wealth Continuity Architecture
​Bypass the costly, lengthy public probate court system and maintain absolute privacy over your generational wealth structures. This premium tier includes our fully managed Joint Revocable Living Trust Silver Legacy ($2,550) and our flagship Gold White-Glove Legacy ($4,000) complete with direct estate attorney consultations.
Starts at $2,550
Consultations & Education
Participate in our professional sessions designed to optimize corporate workforce dynamics, elevate personal performance, and build secure asset architectures for your family’s future.
Bespoke Life Insurance Consultation
Custom Risk Architecture & Portfolio Auditing
Step into a private 1-on-1 strategic consultation to evaluate elite asset accumulation and income protection vehicles. We leverage a comprehensive, data-backed financial architecture audit to stress-test your existing coverage, optimize Indexed Universal Life (IUL) frameworks, and build a tailored multi-state wealth safety net across Texas, Ohio, and Virginia to insulate your family from future liabilities.
1 hour | $150
Strategic Wealth Tools Masterclass
Financial Literacy & Tactical Estate Education
Participate in a private, high-impact 45-minute educational intensive designed to demystify complex life insurance vehicles and estate coordination frameworks. This education-first session strips away confusing industry jargon, providing clear, actionable insights into how wealth structures, policy alignment, and trust architecture operate together to establish a bulletproof financial future.
45 minutes | $100
Corporate Workforce Retention Audit
Personnel Logistics & Turnover Mitigation
Executive Leadership & Performance Coaching
Organizational Infrastructure & Behavior Strategy
1-on-1 strategic advisory sessions tailored for corporate executives, department directors, and independent founders. We bridge data-backed behavioral science with organizational infrastructure to eliminate workplace friction, optimize management communication, and design high-performing company cultures
45 minutes | $450
Personal Mindset & Life Optimization Coaching
Behavioral Architecture & Goal Alignment
Tailored 1-on-1 personal growth sessions designed to eliminate mental blocks, optimize daily habits, and map out clear professional and financial goals. We leverage data-backed behavioral science frameworks to help you build long-term personal discipline, manage stress, and confidently execute your life's blueprint
1 hour | $250Â