Pricing
Pricing
Pricing
Flexible plans for every financial goal
We offer tailored consulting solutions designed to match your business scale and financial objectives. Choose the plan that fits your needs — and we’ll handle the rest.
Professional
For solo attorney/agent
$2,000
/month
What's Included:
Comprehensive Financial Planning
Basic Wealth & Portfolio Review
Quarterly Progress Consultations
Team
For boutique firm
$5,000
/month
What's Included:
Full Financial & Accounting Strategy
Wealth and Portfolio Management
Business Optimization Framework
Enterprise
For In‑house IP department
On Request
What's Included:
Custom Financial Development
Mergers & Acquisitions Consulting
Sustainability & Assurance Advisory
Professional
For solo attorney/agent
$2,000
/month
What's Included:
Comprehensive Financial Planning
Basic Wealth & Portfolio Review
Quarterly Progress Consultations
Team
For boutique firm
$5,000
/month
What's Included:
Full Financial & Accounting Strategy
Wealth and Portfolio Management
Business Optimization Framework
Enterprise
For In‑house IP department
On Request
What's Included:
Custom Financial Development
Mergers & Acquisitions Consulting
Sustainability & Assurance Advisory
Professional
For solo attorney/agent
$2,000
/month
What's Included:
Comprehensive Financial Planning
Basic Wealth & Portfolio Review
Quarterly Progress Consultations
Team
For boutique firm
$5,000
/month
What's Included:
Full Financial & Accounting Strategy
Wealth and Portfolio Management
Business Optimization Framework
Enterprise
For In‑house IP department
On Request
What's Included:
Custom Financial Development
Mergers & Acquisitions Consulting
Sustainability & Assurance Advisory
Trusted by leading companies worldwide
Comparison Table
Comparison Table
Comparison Table
Tailored packages to fuel your growth
Essential
Professional
Enterprise
Feature
Financial planning & analysis
✓
✓
✓
Cash flow & budget management
✓
✓
✓
Tax & compliance support
Basic
Advanced
Full integration
Investment & portfolio advisory
–
✓
✓
Risk management
–
✓
✓
Mergers & acquisitions consulting
–
–
✓
Sustainability & ESG assurance
–
–
✓
Business optimization strategy
–
✓
✓
Monthly performance reporting
Quarterly
Monthly
Custom frequency
Essential
Professional
Enterprise
Feature
Financial planning & analysis
✓
✓
✓
Cash flow & budget management
✓
✓
✓
Tax & compliance support
Basic
Advanced
Full integration
Investment & portfolio advisory
–
✓
✓
Risk management
–
✓
✓
Mergers & acquisitions consulting
–
–
✓
Sustainability & ESG assurance
–
–
✓
Business optimization strategy
–
✓
✓
Monthly performance reporting
Quarterly
Monthly
Custom frequency
Essential
Professional
Enterprise
Feature
Financial planning & analysis
✓
✓
✓
Cash flow & budget management
✓
✓
✓
Tax & compliance support
Basic
Advanced
Full integration
Investment & portfolio advisory
–
✓
✓
Risk management
–
✓
✓
Mergers & acquisitions consulting
–
–
✓
Sustainability & ESG assurance
–
–
✓
Business optimization strategy
–
✓
✓
Monthly performance reporting
Quarterly
Monthly
Custom frequency
FAQ
FAQ
FAQ
Frequently Asked Questions
We’ve compiled answers to some of the most common questions about our consulting services, process, and partnerships.
What types of clients do you work with?
We partner with individuals, startups, and established organizations across various industries — from finance and technology to sustainability and healthcare. Our approach adapts to the scale and goals of each client.
What types of clients do you work with?
We partner with individuals, startups, and established organizations across various industries — from finance and technology to sustainability and healthcare. Our approach adapts to the scale and goals of each client.
What types of clients do you work with?
We partner with individuals, startups, and established organizations across various industries — from finance and technology to sustainability and healthcare. Our approach adapts to the scale and goals of each client.
How do you structure your consulting engagements?
How do you structure your consulting engagements?
How do you structure your consulting engagements?
Are your services customizable?
Are your services customizable?
Are your services customizable?
How long does a typical consulting project take?
How long does a typical consulting project take?
How long does a typical consulting project take?
Do you offer confidential consulting?
Do you offer confidential consulting?
Do you offer confidential consulting?
How can I get started?
How can I get started?
How can I get started?
Get in Touch
See how experts draft faster, without giving up control.
Contact us, tell us about your workflow,
and join early access.
Get in Touch
See how experts draft faster, without giving up control.
Contact us, tell us about your workflow,
and join early access.
Get in Touch
See how experts draft faster, without giving up control.
Contact us, tell us about your workflow,
and join early access.