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BOOK FREE 1:1 INITIAL CONSULT

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.