O&G Advisory Subscription – $250/month
Our monthly advisory subscription is designed for clients who want consistent access to professional guidance without the hassle of hourly billing.
What’s Included:
- One Hour of Consultation Monthly
- One 60-minute session
- Two 30-minute sessions
- Four 15-minute sessions
- Priority Appointment Booking
- Flexible scheduling options with priority access to our calendar.
- Secure Client Portal Access
- Communicate and share documents seamlessly through our encrypted client portal.
- Streamlined, Ongoing Support
- Ask questions, get strategic insights, and plan proactively—not just during tax season.
Additional Time
If you need more than the included hour, additional time is billed at $250/hour, in 15-minute increments.
Use-It-Or-Lose-It Policy
Unused time does not roll over—stay proactive and take full advantage of your included time each month.
Benefits of a Subscription Plan
- Predictable Monthly Costs – No surprise hourly charges or unexpected invoices.
- Ongoing Access – Stay in touch with your advisor throughout the year, not just during tax season.
- Peace of Mind – Know that support is always available when financial or tax questions arise.
- Strategic Planning – Get ahead of major decisions with proactive advice tailored to your situation.
- Stronger Relationship – Build a consistent, year-round connection with your advisor for better long-term results.
