Plans and Pricing (and Referral Fees)

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For time in excess of the hours included for all three plans above: 

Family Planner - $120 per hour 

Executive Family/Business Planner - $175 per hour 

A review of the Legacy Plan (Silver and Gold Plans) to ensure life changes are reflected in the plan is required, at a minimum annually, for your Legacy Plan to remain active in the Digital Binder software (Recommended semi-annually).  If the client chooses to opt out of annual maintenance, then the client will lose access to the Digital Binder software and will be provided with a digital download copy of all information stored in the Digital Binder. 

Pricing for maintenance with a Family Planner or the Executive Family Planner is as follows: 

• Family Planner - $60 for each 30 minutes 
• Executive Family/Business Planner - $90 for each 30 minutes

The program is very simple. For each new person you refer that becomes a Legacy Planning client, we will pay you $50.