top of page

We're happy to help & look forward to meeting with you soon! 

After booking your appointment confirm your booking with payment below

CONFIRM WITH PAYMENT HERE 

Receipt of Consultation Fees secures your appointment booking!

Your appointment booking is incomplete until confirmation of payment is received. 

Rest assured that your booking is complete once your receipt is received as it securely confirms your appointment time!

DWP 1:1 Remote Consult - Tier I.

$30

30 minute session

30 minute remote consultation conducted via either telephone or webinar specifically targeting challenges that require a 1:1 approach along your wealth journey.

DWP 1:1 Remote Consult - Tier II.

$45

1 hour session

1 hour remote consultation via telephone or webinar specifically targeting challenges that require an extensive 1:1 approach along your wealth journey.

DWP Onsite Consult - Tier I. 

$30

30 min session

30 minute onsite face-to-face consultation at one of our Beavercreek office locations to specifically target challenges that require a 1:1 approach along your wealth journey. 

Onsite Appointments

COVID-19 Safety Precautions

Temperature checks and facial mask coverings are required for this service. Regular cleaning and sanitization is completed daily and between each onsite appointment. Thank you in advance for your compliance.

DWP Onsite Consult - Tier II.

$45

1 hr session

60 minute onsite face-to-face consultation at one of our Beavercreek office locations to specifically target challenges that require a 1:1 approach along your wealth journey. 

Onsite Appointments

COVID-19 Safety Precautions

Temperature checks and facial mask coverings are required for this service. Regular cleaning and sanitization is completed daily and between each onsite appointment. Thank you in advance for your compliance.

DWP Onsite Group Consult  (3+)

$60

1 hr session

45 minute onsite group consultation for groups of 3 or more (maximum group limits apply due to social distancing requirements - please contact us for large groups of 6 or more) at 

The Greene Towne & Shopping Center in Beavercreek, Ohio specifically targeting challenges that require a hands-on approach along your wealth team's journey. 

***Social distancing requirements apply to this service***

Onsite Appointments

COVID-19 Safety Precautions

Temperature checks and facial mask coverings are required for this service. Regular cleaning and sanitization is completed daily and between each onsite appointment. 

Thank you in advance for your compliance.

Terms & Conditions      |    Privacy Policy     |      Cookie Policy             

bottom of page