Comprehensive Financial Planning Services for Your Future
Complete life Foundation
Complete Life Foundation
Your family. Your money. Your future — all in one place.
What's Included
This program encompasses both estate planning services and financial planning, ensuring that your legal structure and finances work harmoniously together.
What You Get:
Estate Planning Services
Last Will & Testament · Revocable Living Trust · Beneficiary Audit · Healthcare Directive · Power of Attorney · Final Review & Notarization
Financial Planning Foundation
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 finances separately — but rarely both.
When they're separate:
Your trust names beneficiaries your investments don't.
Your policies collapse while your estate plan collects dust.
Your family inherits confusion, not clarity.
The only person to know where everything is isn’t even in the phone tree.
When they're aligned:
Everything works together seamlessly.
Your money supports your legacy.
Your family knows exactly what to do and when to do it.
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 receive the same services whether you pay upfront or over time.
What That Feels Like
(Term = Per Month = Per Day)
12 months = $292 / month = ~$9.70 / day - Your Disney+ subscription costs you more.
24 months = $146 / month = ~$4.85 / day - That daily coffee habit costs you more.
36 months = $97 / month = ~$3.20 / day - Less than a gallon of gas covers 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?
To begin: Client Intake — Modern Financial
Estate Planning Foundation
Protect what matters and leave a legacy with our comprehensive Estate Planning Services at Complete Life Foundation.
What's Included
Service Description:
Last Will & Testament
Legally valid will customized to your state.
Revocable Living Trust
Avoid probate and maintain control over your assets.
Beneficiary Audit
Review all policies, accounts, and assets to ensure your wishes are met.
Healthcare Directive
Your wishes, your voice—ensuring your healthcare decisions are honored.
Power of Attorney
Designate who can make financial and medical decisions for you.
Final Review & Notarization
A collaborative process—done with you, not to you.
You receive:
- Fully executed documents
- Digital copies
- Storage instructions
- A 1-hour follow-up session to clarify any questions regarding your Financial Planning Foundation.
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 essential documents and personalized care. Choose a plan that fits your cash flow.
Why This Matters
Without these crucial documents, the state decides who gets your children, your home, and your voice. With them, you take control of your legacy.
Ready to start?
To begin: Estate Planning Intake — Modern Financial.
Financial Planning Foundation
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)
Financial Planning Foundation 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. Our Complete Life Foundation empowers you to take control of your finances and future through effective Estate Planning Services and personalized financial strategies.
Ready to see your full picture?
To begin: Complete Life Intake — Modern Financial
Business Planning Services — Rates & Packages
Startup Foundation — $750
Entity formation (LLC or Corporation)
Operating Agreement / Bylaws
EIN registration
Initial organizational minutes
Bank account resolution template
1-hour strategy session
Succession & Exit — $2,500
Buy-Sell Agreement drafting
Succession plan framework
Valuation preparation support
Transition timeline planning
Key employee retention strategies
2-hour strategy session
Annual Compliance — $500/year
Annual report filing support
Meeting minutes preparation
Document organization
Compliance calendar
Quarterly check-in
Registered agent coordination
Comprehensive Package — $3,500 + $400/year
Includes: Startup Foundation + Succession & Exit + First year of compliance
3-hour strategy session
Priority support
All packages include confidential administrative support only. For legal or tax advice, consult a qualified professional in your state. These services are part of your Complete Life Foundation to ensure you have a solid starting point for your business, along with the Estate Planning Services and Financial Planning Foundation you require.
To begin: Business Planning Intake — Modern Financial