Pricing
Service packages with transparent pricing.
Choose a package below or request a custom proposal. Once payments are connected you'll be able to check out and receive an invoice automatically.
Financial Services
Personal and small business financial advisory.
$250 – $350
Financial Health Check
Personal or small business finance audit.
- Cash flow analysis
- Expense breakdown
- Savings/investment suggestions
- PDF report + short call
$180 – $300
Budget & Cash Flow Setup
Custom monthly budget system.
- Spreadsheet/tool setup (Excel or Google Sheets)
- Automation tips
- Custom monthly budget
$250 – $350
Debt Reduction Plan
Strategy using snowball/avalanche methods.
- Repayment timeline
- Strategy roadmap
- Optional accountability check-in
$300 – $700
Startup Financial Model
Investor-ready financial model.
- Revenue projections
- Cost structure
- Break-even analysis
$200 – $500
Franchise Investing Starter Plan
Beginner investing roadmap.
- Risk profiling
- Asset allocation suggestions
- Beginner portfolio roadmap
Business Consulting
Validate, plan, price and scale with confidence.
$250 – $400
Business Idea Validation
Test your idea before you invest.
- Market demand check
- Competitor overview
- Pricing suggestions
$300 – $600
Business Plan Lite
A focused, fundable plan.
- Executive summary
- Revenue model
- Go-to-market strategy
$150 – $350
Pricing Strategy Session
Optimize price for profit.
- Analyze current pricing
- Suggest optimized tiers
- Margin improvement plan
$250 – $600
Operations Audit
Find inefficiencies, save costs.
- Inefficiency identification
- Cost-saving recommendations
- Workflow improvements
$200 – $500
Sales Funnel Review
Convert more of your traffic.
- Website + funnel analysis
- Conversion suggestions
- Messaging improvements
Premium & Hybrid
High-touch advisory and supporting services.
$300 – $800
1:1 Strategy Intensive
Up to 3 hours one-on-one.
- Finance + business strategy
- Recording included
- Action plan
$200 – $500
Professional Workspace
A-Class workspace for the day, up to 4 people.
- Conference room access
- Ideal for hybrid work
- Daily booking
$75 – $295
Parking & Storage Space
Medium to long-term parking and storage.
- Vacant secure space
- Flexible terms
- Medium and long-term
$2,500 – $8,500
SMB Setup & Registration
Full framework to qualify for business loans.
- Articles of Organization
- Operating Agreement & EIN
- Business checking, registered agent, office rental