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Consulting Price Plans

  • Best Value

    Session Pack Buy Three & Get One Free!

    600$
    $800 Value. Buy Three 30 MIN planning consultations, get a Fourth Free. Limit One Offering Per Customer. Does NOT expire. $200 Savings. Plan ahead for peace of mind.
     
    • Consultation
    • 30 MIN Planning Call

  • 5 Session Pack Self-Emp. Retirement Plan

    1,500$
    5 hours. Can book in 5 separate 60 minute sessions. Develop a Retirement Plan Strategy, document & implement the retirement plan.
    Valid for 12 months
    • Custom Retirement Planning

  • 3 Sessions 3 Hours

    1,500$
    Up to 3 hours over 3 sessions.
    Valid for 12 months
    • Tax Debt Clean Up Project

  • Private Debt Placement Borrower Program

    0$
    Membership for Borrowers from the self-directed retirement accounts administered by the Elliott Family Office (Lender). Invitation Only. Returns Grow More When Charged & Taxed Less.
    Free Plan
    • 45 MIN Planning Call
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