Client Portal 
Extended Conversation Premium Package
$150.00 / month with 1 month free trial and a $1,500.00 sign-up fee
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What’s included
- Everything in Standard package
- Ongoing 6-month reviews (2 meetings × 2 hrs each)
- Meeting 1: Progress check-in & new questions
- Meeting 2: Solutions & next steps
- Significant savings vs. managed investment fees
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