Pricing

Initial consultation:

Free – 20 minutes

One-Time Client Setup:

$69.99

Essential Care:

$99/month

Complete Care: Most Popular

$199/month

Premier Care:

$299/month

POA Support:

Custom quote

Additional work outside plan:

$50/hour

Additional household/member:

$50–$75/month

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.