Plan Options

As a for profit company, we offer both hourly and flat fee options.  Your first consultation is at our expense.  In each consulting engagement, our clients walk away with a deliverable action plan that can be used in an individual’s circle of support when a guardian is no longer there.

Costs are dependent on both complexity and hours it takes to complete each plan. Flat fees are based on a sliding scale.


For individuals we offer two types of life care planning:

Basic Life Care Plan: 

  • Review of Documents
  • Draft Deliverable
  • Send USNC templates
  • 3 Consulting Meetings
  • Basic Benefits Analysis
  • Pre and Post retirement strategies
  • Tax Income Strategies/Legal Considerations (*Note: We do not provide Legal or Tax advice)

Life Care Plan with Housing Consultation:

  • Review of Documents
  • Draft Deliverable
  • Send USNC Templates
  • Pre and Post retirement strategies
  • Tax Income Strategies/Legal Considerations (*Note: We do not provide Legal or Tax advice)
  • Attorney Meeting
  • Benefits Analysis and Recommendations
  • 4 Consultation Meetings ; 2-4 Conference calls
  • Housing Planning (can be done with one or multiple parties)

Hourly Engagement 

We provide hourly consulting options when a full consulting plan may not make sense. Our hourly rate is based on $200/hr.


Plans vary from client to client.  Multiparty involvement will dictate fees. Financing options are available.