SERVICES & PRICING

Trailblazer Wealth Management operates as a Virtual Family Office, coordinating every aspect of your financial life into one cohesive strategy.

No silos. No guesswork. Just clarity.

Service Models

Foundation Wealth Planning

Ongoing financial planning for individuals and families who want structure, confidence, and direction.

$12,000–18,000 annually

(For high-income professionals & families)

Business Owner Planning

Integrated planning for entrepreneurs balancing business growth with personal wealth.

$18,000–24,000 annually

(For entrepreneurs with integrated business + personal needs)

One-Time Planning Engagements

Focused guidance for major decisions, transitions, or life events.

$2,500 / 90-minute deep-dive

Strategic Financial Planning for a Brighter Future

What’s Included

- Comprehensive financial planning

- Strategy and portfolio management

- Tax-aware coordination

- Risk and insurance planning

- Ongoing accountability and reviews

Engagement Philosophy

- Fiduciary, fee-only advice

- No product sales

- No long-term contracts

- Advice that evolves with your life

Investment Management Fees

Asset-based fees are transparent, straightforward, and aligned with your success. No commissions.

No hidden incentives.

Prevent

Working with Trailblazer helps you avoid:

- Disconnected advice

- Costly inefficiencies

- Emotional decision-making

- Missed opportunities

PERSPECTIVE

This isn’t an expense; It’s:

● Buying back your time

● Protecting your family

● Optimizing every dollar

● Building the foundation for generational wealth

● Turning your income into long-term freedom

● Reducing financial anxiety for good

You’ve already done the hard part, earning the income.

Now it’s time to make it work for you.

If you’re a hard-working Trailblazer, someone who’s carrying a big vision, building a life of meaning, and striving to create freedom for your family, I built this firm for you. You don’t need to do this alone. You don’t have to piece things together in the dark. You deserve a guide who sees the full picture, understands what you’re navigating, and can help you make intentional decisions that bring your vision to life. This is your moment to step into clarity, direction, and control.

Let’s build your Wealth Path together.

Start With a Financial Compass Check

Your first step toward clarity, confidence, and coordinated wealth.

Request Your Financial Compass Check

We are committed to helping you achieve financial success with expert guidance and tailored solutions. Let’s work together to build a secure and prosperous future. Contact us today to start your financial journey.