What You Get

The 1st step is FREE

Come visit us at our local workshops or school events!  We host educational workshops throughout Sonoma County.  Or simply contact us for a FREE Discovery Meeting!  

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The 2nd step is FREE

The result of our Free Discovery Meeting will be:

1.  It is important to us that we only work with families that are a good fit.  We do not work with everyone.  So, when it is not a good fit we will offer FREE advice in the moment to ensure you are in a better position than when you came to us!

2.  An invitation to come back for a FREE Benefits Meeting, so we can share how we can help and what our fee will be. 

Learn more about working with us!


Our fee is based on the complexity of your plan. We will not know this until we have had a FREE Discovery Meeting with you.  The value and savings we provide you will always far exceed our fee.  

Client fees will range from $1,000-$5,000