Comprehensive Financial Solutions

Our Services & Packages

Explore our consulting packages and specialized programs designed to help you achieve your financial goals

CONSULTING PACKAGES

Choose the perfect consulting package tailored to your financial planning needs

Gold Consulting Package
$2,988

For One Year

Essential

  • Personal Wealth Consultant
  • Employee Benefits Review
  • Executive Benefit Review
  • Comprehensive Financial Plan
  • Retirement Income Planning
  • Financial Education Planning
MOST POPULAR
Platinum Consulting Package
$3,998

For One Year

Comprehensive

  • Personal Wealth Consultant
  • Employee Benefits Review
  • Executive Benefit Review
  • Comprehensive Financial Plan
  • Retirement Income Planning
  • Financial Education Planning
  • Budgeting & Cash Flow Analysis
Diamond Consulting Package
$5,989

For One Year

Elite

  • Personal Wealth Consultant
  • Employee Benefits Review
  • Executive Benefit Review
  • Comprehensive Financial Plan
  • Retirement Income Planning
  • Financial Education Planning
  • Budgeting & Cash Flow Analysis
  • Tax Planning
  • Business Owner Benefits Review
  • Exit & Succession Planning
  • Business Growth Plan Coaching
  • Bi-Weekly Business Coaching Session

Not sure which package is right for you?

Schedule a complimentary consultation to discuss your needs

Compare Features

Detailed side-by-side comparison of all consulting packages

Platinum Consulting Package

Experience truly comprehensive financial planning with Bridgewell's Platinum Package. Enjoy the luxury of concierge-level service, insights from financial specialists, and receive bespoke wealth management strategies crafted exclusively for you.

Core Advisory Services
Personal Wealth Consultant
Employee Benefits Review
Executive Benefit Review
Planning Services
Comprehensive Financial Plan
Retirement Income Planning
Financial Education Planning
Tax Planning
Exit & Succession Planning
Specialized Services
Budgeting & Cash Flow Analysis
Business Owner Benefits Review
Business Growth Plan Coaching
Ongoing Support
Bi-Weekly Business Coaching Session

Program-Based Services

Comprehensive wealth management programs designed for long-term success

Starter Insight Program "Clear Your Path"

4 weeks
Financial clarity and 90-day action plan

Gain total clarity about your financial situation, career direction, and immediate priorities for growth.

$968

Strategic Growth Program "Optimize Your Finances & Lifestyle"

6-8 weeks
Income optimization & financial stability

Redesign your personal cash-flow system, optimize expenses, and build a 12-month financial roadmap.

$1,258

Wealth & Expansion Program "Engineer Your Financial Freedom"

10-12 weeks
Wealth growth and cross-border strategy

Create a custom blueprint for expanding your personal wealth using strategic structures and global financial tools.

$1,490

Executive Transformation Program "Lead Your Wealth Like a Business"

16 weeks
High-income strategic planning & legacy design

Help executives and high-earning professionals restructure their finances into an organized, auditable "personal enterprise."

$2,090

Global Wealth Architecture Program "Design Your Private Wealth System"

3-4 months
Comprehensive international wealth engineering

For clients with substantial assets seeking to engineer an international wealth structure — including offshore entities, trusts, and succession plans.

$25,980

Not Sure Which Program to Choose?

Our programs range from short-term financial clarity to comprehensive international wealth architecture. Select based on your current wealth stage, time commitment, and specific goals.