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Premier Member Bronze - $17/mo

  • Private Knowledge Monthly Webinar Series 
  • FREE GIFT -- Step by Step Letter of Intent - Online Training Course
  • Private Facebook Group
  • Special Needs Planning Podcast - Coming soon  


Premier Member Silver - $47/mo

  • Everything from the Bronze Membership level Plus...
  • 9-Module Flagship Special Needs Planning System
  • Includes one 45-Minute personalized accountability call with expert
  • Access to all updates to planning system

Premier Member Gold - $97/mo

  • Everything from Silver and Bronze Membership levels, Plus... 
  • Includes TWO per year personalized 45-minute video conference calls to review your plan to account for changes to laws or government benefit changes 
  • Include your extended family in these personalized calls to help explain the importance of proper planning