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Services & Fees

Flat fees for clear answers. Published, not negotiated.

Starting Point Session

$299.99

Bring any financial question. Leave with a written answer outline and a prioritized set of next steps.

Credit Question Clinic

$194.99 / hour

Hourly working clinics on credit standing, with a same-week action checklist.

Tax Return Shepherding

$854.99 / return

Per-return organization and coordination with experienced tax preparers from intake to filing.

Education Goal Funding Plan

$779.99

A real-numbers plan for tuition and education goals, matched to your cash flow.

Protection Gap Analysis

$939.99

A practical analysis of your insurance picture: what is missing, what is doubled, what it should cost.

Ongoing Answers Program

$1,489.99

A standing review program so new questions get answered before they become problems.

Inheritance Game Plan

$1,439.99

An organized approach to receiving or passing on family assets, with qualified specialists coordinated.

Retirement Answer Map

$2,369.99

The big question — “when, and on how much?” — answered with dates, numbers, and steps.

Legacy Order Plan

$2,769.99

Long-term wishes, records, and beneficiaries put in order and kept current.

Wealth Compass Program

$3,429.99

A long-horizon growth program pointed at your goals, with expert input where required.

Every-Answer Package

$4,779.99

All Joventra services combined: every question in scope, one coordinated engagement.

Fees in U.S. dollars. Visa and Mastercard accepted. Cancellations per our Refund Policy.

Don’t Know Which One You Need?

That is a question — and questions start at the Starting Point.