Packages
| Bronze | Basic net worth, spending, income analyzation and risk management | $0 | N/A |
| Silver | Assets less than $500,000 | $3,000 | $2,000 |
| Gold | Assets between $501,000 - $1 million | $4,000 | $3,000 |
| Diamond | Assets greater than $1 million | $5,000 | $4,000 |
| For complex financial portfolios greater than $2 million, fees will vary per individual |
