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We're happy to help & look forward to meeting with you soon!
After booking your appointment confirm your booking with payment below
We're happy to help & look forward to meeting with you soon!
After booking your appointment confirm your booking with payment below
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CONFIRM WITH PAYMENT HERE
Receipt of Consultation Fees secures your appointment booking!
Receipt of Consultation Fees secures your appointment booking!
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DWP 1:1 Remote Consult - Tier I.
DWP 1:1 Remote Consult - Tier I.
$30
$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.
DWP 1:1 Remote Consult - Tier II.
$45
$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.
DWP Onsite Consult - Tier I.
$30
$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.
DWP Onsite Consult - Tier II.
$45
$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+)
DWP Onsite Group Consult (3+)
$60
$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.