Complimentary Strategy Session
Connect with a Longevity Wealth Strategies expert. We’ll learn more about your priorities and ensure we can answer all of your questions.
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Where Your Journey Begins
Think of Base Camp as your financial launchpad. We help you get organized, create clarity, and set the right trajectory from the start.
It's foundational planning with real traction—not fluff.
Upfront Fee: From $2,200 (Year 1)
Ongoing Membership: $1,540
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For Those Climbing Higher
When your finances become more complex, Elevation brings structure, strategy, and proactive thinking.
It’s financial planning with altitude—for people building more than just a bank account.
Initial Planning: $4,500 (Year 1)
Ongoing Membership: $3,150
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Where Purpose Meets Paycheck
You’ve climbed the mountain—now you need a smart descent. Summit is built for those nearing or living in retirement who want a calm, confident plan to turn assets into income and preserve their legacy.
Initial Planning: $3,500 (Year 1)
Ongoing Membership: $2,450