Complete life foundation - estate and financial tracks for t

 Complete Life Foundation

Your family. Your money. Your future — all in one place.

What's Included

This is both tracks combined — estate planning and financial planning — fully aligned so your legal structure and your money work together.

What You Get:

Estate Planning

Last Will & Testament · Revocable Living Trust ·   Beneficiary Audit · Healthcare Directive · Power of Attorney · Final Review   & Notarization

Financial Planning

Naked Numbers Deep Dive · Financial Health Scorecard ·   Policy Integrity Report · 90‑Day Action Plan · Investment Readiness Review

You receive:

• Fully executed legal documents
• Two full financial reports
• Personalized 90‑day action plan
• 3 hours of 1:1 sessions
• Curated list of vetted investment apps (free resource)
• Annual check‑in (first year included)

Why Combine?

Most people plan their estate or their money — but never both.

When they're separate:

• Your trust names beneficiaries your investments don't
• Your policies collapse while your estate plan sits in a drawer
• Your family inherits confusion, not clarity
• The only person to know where things are isn't listed in the phone tree

When they're aligned:

• Everything works together
• Your money feeds your legacy
• Your family knows what to do and when

Payment Options:

One Payment - $3,500.00

12 Months - $292/mo

24 Months - $146/mo

36 Months - $97/mo

No interest. No hidden fees.
You get the same work whether you pay up front or over time.

What That Feels Like

(Term = Per Month = Per Day)

12 months = $292 / month = ~$9.70 / day - Your Disney plus subscription costs you more 

24 months = $146 / month = ~$4.85 / day - That coffee cart IV drip you live on costs you more

36 months = $97 / month = ~$3.20 / day - less than a gallon of gas can cover you for a lifetime

For the cost of one meal out, you build a foundation that lasts generations.

What Clients Say

"I didn't realize how disconnected everything was until we put it all together. Now I actually sleep at night."

"The payment plan made it possible. I never felt the money, but I feel the peace every day."

Ready to build your foundation?

Protect what matters. Leave a legacy.

What's Included

Service Description:

Last Will & Testament

Legally valid will customized to your state

Revocable Living Trust

Avoid probate, maintain control

Beneficiary Audit

Review all policies, accounts, and assets

Healthcare Directive

Your wishes, your voice

Power of Attorney

Financial & medical

Final Review & Notarization

Done with you, not to you

You receive:

• Fully executed documents
• Digital copies
• Storage instructions
• 1‑hour follow‑up session

Investment Options:

Full Estate Plan

One Payment - $2,500.00

6 Months - $417.00 / Month

12 Months - $208.00 / Month

24 Months - $104.00 / Month

Will + Trust Only

Total = $1,500

6 Months = $250/mo 

12 Months = $125/mo

24 Months = $62/mo

All plans include the same documents and care.
Choose what fits your cash flow.

Why This Matters

Without these documents, the state decides who gets your children, your home, your voice.
With them, you decide.

Ready to start?

Clarity today. Freedom tomorrow.

What's Included: 

Naked Numbers Deep Dive

Full financial exposure — income, expenses, debt, assets, credit, emotions

Financial Health Scorecard

Personalized report with flags and priorities

Policy Integrity Report

IUL collapse risk, illustration audit, employer-owned warnings

90‑Day Action Plan

Step‑by‑step next moves

Investment Readiness Review

You're ready — here's where to go

You receive:

• Two full reports
• Personalized action plan
• 2 hours of 1:1 sessions
• Curated list of vetted investment apps (free resource)

Investment Options:

One Payment

6 Months

12 Months

24 Months

Full Financial Foundation

$1,500

$250/mo

$125/mo

$62/mo

Single Report + Plan

$750

$125/mo

$62/mo

$31/mo

Payment plans available — no interest, no hidden fees.

Why This Matters

You can't build wealth on a foggy map.
This gives you clarity, direction, and the tools to move forward — without a monthly fee forever.

Ready to see your full picture?