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.