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)

The key to economic growth is not acquisition of things by the pursuit of monetary rewards but the expansion of wealth through learning and discovery.” -George Gilder