Life Audit
Get Clarity Quickly. Avoid Costly Mistakes.
A short-term, flat-fee planning engagement designed for busy families who want a second opinion on their finances without committing to long-term management.
What Is It?
One month
Three meetings
Flat $2,500 fee
What You’ll Get
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✺
Investment allocation
and risk check -
✺
Estate document review, beneficiary planning, and probate avoidance strategy
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✺
Tax return analysis
and savings opportunities -
✺
Multigenerational planning
(aging parents, POA) -
✺
Gifting and charitable
opportunities -
✺
Personalized action plan on all these and more
How It Works
Step 1: Good Fit Call
20 minute call to decide if this program is the right fit for you
Step 3: Three Meetings
Over the course of one month, we Zoom 3 times. You’ll receive organized, individualized advice, along with meeting notes and actionable deliverables
Step 2: Meeting Prep
Upload all items from the individualized request list to my secure digital vault and I get to work
Step 4: Freedom
Congratulations!
Limited Enrollment - Book Your Spot Today!
Limited Enrollment - Book Your Spot Today!
If This Sounds Familiar, You’re in the Right Place…
“I have a financial advisor, but I still feel unsure if I’m missing something important.”
“I’m a DIY investor, but I’d like a professional to double check investments, taxes, estate docs, etc. without locking me down or selling something.”
“I want help, but don’t have the typical $1M asset minimum most advisors require.”
The only kind of audit you actually want.
✺ Frequently Asked Questions ✺
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No—but we can include additional planning for your parents if you have power of attorney.
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Nope. This is a standalone planning service with no asset transfer required.
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Not at all. You’ll receive a detailed roadmap that you can implement on your own. However, if you decide to become an ongoing client after the Life Audit program, your full fee will be credited toward your first year of annual wealth management.