Programs & Pricing
Flat, published prices for every program. You will always know the cost before any work begins.
Initial Consultation
$299.99
The starting point for every client: a structured first session to understand where you stand, what matters most, and the clearest next steps to take.
Credit Review and Advising
$199.99 / hour
An hourly working session that walks through your credit profile and lays out a practical, prioritized plan to strengthen it.
Tax Strategy and Filing
$799.99 / return
Document organization and coordination with qualified tax professionals so your return is handled accurately and on time.
Education Saving Strategy
$889.95
A funding strategy for tuition and education costs, shaped around your timeline, goals, and budget.
Succession Oversight Management
$1,359.99
Ongoing oversight of how assets and responsibilities pass between generations, kept organized and on track.
Financial Oversight
$1,799.99
Standing oversight of your overall financial picture, with regular reviews that keep your plan aligned as life changes.
Legacy Management
$2,799.99
Bring order to long-term wishes, records, and beneficiaries so your intentions are clear and your family is supported.
Pension Strategy
$2,495.99
A milestone-based plan that turns your retirement savings into dependable, well-structured income.
Wealth Management
$3,499.99
A patient, growth-oriented strategy matched to your goals and comfort with risk, reviewed and adjusted over time.
Comprehensive Financial Package
$4,699.96
Every Wellward program combined into one coordinated, ongoing plan with regular check-ins and full support.
Prices are in U.S. dollars. Visa and Mastercard accepted. Cancellations and refunds follow our Refund Policy.
