Family Financial House Meetings

To get started with your Family Financial House Meeting, enter your payment and billing information in the fields provided. Following payment, you'll get an email to schedule your meeting with important next steps. We accept all major credit cards, and our payment portal is secure and reliable.

For only

$449

  • Financial discussion with immediate and other concerned family members
  • Opportunity for any family member to ask any general financial question
  • Complete a Family Financial House Audit


  • Help with understanding key strategies for making, managing, multiplying, and moving family money from one generation to the next
  • 90 minutes (virtual or in-person in certain states)



or



For only

$1599

  • Everything included in a single meeting
  • Assistance with implementing family financial goals and desires


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