Pricing
We aim to make out pricing simple, transparent, and fair. For Proactive Max Clients we do better to serve you by creating a custom engagement based on what we will do for you. That being said, most clients don’t start with Proactive Max because we don’t know enough about them and their needs and they don’t know enough about us and our capabilities yet.
Proactive Lite
Annual Client Information Questionnaire & MAP Planning
Advanced Personal Tax Planning and Tax Minimization (2 Meetings Minimum)
2 Additional Planning Priorities at no additional cost (2 Meetings)
Ad Hoc Access to Virtual Family Office Experts (Experts may have a separate fee)
Accountability to achieving your top planning priorities for the year
Education/Advice/Consultations related to each of the planning priorities
Unlimited Access to Proactive Planning Team via email
Note: Does not include Biz Advisory Services (Building Value in the Business) or Ownership Transfer Planning (Exit Planning) or Advanced Business Tax Planning and Tax Minimization or Advanced Estate Planning and Asset Protection
Annual Fee for Proactive Lite: $600/month with $500 setup fee (12 month commitment)
Proactive Core
Everything in Proactive Lite, plus…
Quarterly Scheduled Meetings with Proactive Planning Team (4 Meetings)
Advanced Business Tax Planning and Tax Minimization Consulting
10 Additional Planning Priorities scheduled to be completed throughout the year including:
Asset Protection
Advanced Estate Planning
Business Continuation Planning (Risk Management)
Unlimited Access to Virtual Family Office Experts (Experts may have a separate fee)
Note: Does not include Biz Advisory Services (Building Value in the Business) or Ownership Transfer Planning (Exit Planning)
Annual Fee for Proactive Core: $1,350/month with $500 setup fee (12 month commitment)
Proactive Max
Tailored as required
Everything in Lite and Core, plus…
Biz Advisory (Building Value in the Business)
Ownership Transfer Planning (Exit Planning)
Fractional Family Office (Advisory Team Structure)
Unlimited Access to Proactive Planning Team via phone/text/email
Annual Fee for Proactive Max: Tailored (Typical Range is $2k-$10k per month)