Understand where your money is going and receive a clear plan to improve your spending, cash flow, savings, debt management, and capital allocation.

Financial Snapshot — $49.99
A quick financial check-up including an income and expense review, basic cash-flow analysis, three financial weaknesses, and three practical recommendations.

Personal Capital Diagnostic — $79.99
A complete review of one month of income, spending, savings, debt, and available capital. Includes a financial health score, spending-leakage analysis, recommended monthly allocation, three priority actions, and a personalized 90-day plan.

Advanced Financial Optimization — $149.99
A deeper review of up to three months of financial activity. Includes detailed expense analysis, debt prioritization, liquidity assessment, financial risk review, goal mapping, and a capital-building framework.

Private Capital Advisory — $499.99
A three-month implementation and accountability program. Includes the full advanced assessment, monthly financial reviews, progress tracking, allocation adjustments, a personalized dashboard, priority support, and a final improvement report consultation.

This service provides financial analysis, education, budgeting support, and general financial guidance. It does not include regulated investment, tax, legal, insurance, or securities advice.