Pricing
Healthcare costs are confusing enough without hidden fees and surprise charges. We've built three straightforward plans so you can pick what fits your life. No tricks. No fine print that requires a lawyer. Just honest pricing from people who actually care about your retirement peace of mind.
Peace of Mind
Perfect for individuals just starting to get serious about healthcare costs. We'll map out your basic needs and show you what's coming.
- ✓ Monthly check-ins (30 minutes each)
- ✓ Healthcare expense forecasting for next 5 years
- ✓ Medicare basics workshop access
- ✓ Email support during business hours
- ✓ Quarterly cost updates
- ✓ Access to our resource library
Steady Ground
Our most popular choice. Couples and individuals with complex health situations get comprehensive guidance and real-time support when questions pop up.
- ✓ Bi-weekly strategy sessions (45 minutes)
- ✓ Detailed healthcare cost projection (10-year horizon)
- ✓ Medicare optimization review
- ✓ Prescription drug plan analysis
- ✓ Long-term care planning basics
- ✓ Priority email and phone support
- ✓ Annual comprehensive financial review
Complete Security
For those managing complex family situations, multiple properties, or substantial assets. Full white-glove service with direct advisor access anytime.
- ✓ Weekly planning sessions with dedicated advisor
- ✓ Multi-generational healthcare strategy
- ✓ Estate and healthcare cost integration
- ✓ Prescription and specialist negotiation assistance
- ✓ Government benefit maximization (all programs)
- ✓ 24-hour email and phone access
- ✓ Custom scenario modeling and stress testing
Pricing FAQ
Do you charge extra if my situation gets complicated?
Nope. We price by plan, not by how messy things get. That's kind of the whole point. If you start with Peace of Mind and realize you need more help, we'll adjust you to the right plan and only charge the difference going forward. No surprises.
Can I switch plans or cancel whenever?
Absolutely. Month-to-month, no contracts, no penalties. Life changes. Your plan should change with it. We've had folks move from Steady Ground to Complete Security when they inherited something unexpected, and others scale back when they felt more confident. It's your money and your timeline.
What if I want to try this before committing to monthly payments?
We offer a single consultation session for $95. You'll sit down with one of our advisors, talk through your specific situation, and get honest feedback on whether working together makes sense. Some people realize they've got it handled. Others see exactly where we can help. Either way, you'll know.
Do your fees include everything, or are there hidden costs?
Everything's included in your monthly fee. No hourly add-ons. No charges for research or extra calls. The only things not covered are actual financial products (like buying insurance), which we never commission on anyway. We're advisors, not salespeople. That's the difference.
Need a Custom Solution?
Contact us to discuss your specific requirements and get a personalized quote.
Contact Sales