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STRATEGIC & NOTARY SOLUTIONS

High-value standalone services — from deep audits to certified executions.

ONE-ON-ONE CONSULTING

STRATEGIC PLANNING SESSIONS & BALANCE SHEET DEEP DIVES

A live audit of assets, income and liabilities — turned into a cash-flow architecture you can act on.

CUSTOM CONSULTING TIER

COMPASSIONATE PLANNING

END-OF-LIFE LOGISTICAL LEGACY FRAMEWORKS

Structure before the storm — so your family inherits clarity, not chaos.

CUSTOM PACKAGE PRICING

CERTIFIED EXECUTIONS

NOTARY SERVICES

REMOTE ONLINE NOTARIZATION (RON)

Encrypted digital executions from anywhere, via secure video.

$30 PER SEAL

MOBILE NOTARY

Professional in-person signings at your agreed location.

STATE BASE FEE + TRAVEL TIERS