CONSULTATIONS & Service OFFERINGS
Estate Plan Consultation
Learn about the full range of owner options and customized solutions for your family.
Basic
$299
Ownership Diligence
Deed Review
Deed of Trust Review
Maintenance Review
Assessment Review
Standard
$799
Ownership Diligence
Deed Review
Deed of Trust Review
Maintenance Review
Assessment Review
Pro
$1499
Ownership Diligence
Deed Review
Deed of Trust Review
Maintenance Review
Assessment Review
Asset Financing Consultation
Learn how to access alternative financing sources to improve asset values.
Basic
$499
Financial Risk Diligence
Principal & Rate Review
Maturity & Payment Review
Market & Distribution Review
Syndication & Trade Review
Standard
$999
Financial Risk Diligence
Principal & Rate Review
Maturity & Payment Review
Market & Distribution Review
Syndication & Trade Review
Pro
$1999
Financial Risk Diligence
Principal & Rate Review
Maturity & Payment Review
Market & Distribution Review
Syndication & Trade Review
Credit Monitoring Consultation
Learn how to monitor your score, dispute inaccurate information and protect against identity theft.
Basic
$99
Credit Bureau Diligence
Credit Inquiry Review
Change Alert Review
Credit Score Review
Standard
$199
Credit Bureau Diligence
Credit Inquiry Review
Change Alert Review
Credit Score Review
Pro
$499
Credit Bureau Diligence
Credit Inquiry Review
Change Alert Review
Credit Score Review
Financial Planning Consultation
Learn how to structure your finances, investments, taxes and savings for retirement.
Basic
$299
Financial Diligence
Financial Goal Review
Investment Portfolio Review
Retirement Planning Review
Tax Planning Review
Standard
$799
Financial Diligence
Financial Goal Review
Investment Portfolio Review
Retirement Planning Review
Tax Planning Review
Pro
$1499
Financial Diligence
Financial Goal Review
Investment Portfolio Review
Retirement Planning Review
Tax Planning Review
Our Services
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