Monthly Conversations Package

Monthly Conversations Package

$250.00 / 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
  • Monthly 30-min check-in call
  • Same day email support (business days – direct from Brian)
  • Unlimited same day telephone support (business days – direct with Brian
  • No handoff to support staff — always Brian
  • Significant savings vs. managed investment fees

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Engagement agreement

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Legal disclaimer

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Schedule A Free 20min Intro Call