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
$8,988

Lifetime

Essential

  • Financial Education & Wellness Web App
  • Personal Wealth Advisor
  • Personalized Risk Profile
  • Portfolio & Investment Analysis
  • Employee Benefits Review
  • Executive Benefit Review
  • Comprehensive Financial Plan
  • Retirement Income Planning
  • Education Planning
  • Preferred asset management fees
MOST POPULAR
Platinum Consulting Package
$10,998

Lifetime

Comprehensive

  • Financial Education & Wellness Web App
  • Personal Wealth Advisor
  • Personalized Risk Profile
  • Portfolio & Investment Analysis
  • Employee Benefits Review
  • Executive Benefit Review
  • Comprehensive Financial Plan
  • Retirement Income Planning
  • Education Planning
  • Preferred asset management fees
  • Investment Tax Analysis
  • Budgeting & Cash Flow Analysis
Diamond Consulting Package
$22,989

Lifetime

Elite

  • Financial Education & Wellness Web App
  • Personal Wealth Advisor
  • Personalized Risk Profile
  • Portfolio & Investment Analysis
  • Employee Benefits Review
  • Executive Benefit Review
  • Comprehensive Financial Plan
  • Retirement Income Planning
  • Education Planning
  • Preferred asset management fees
  • Investment Tax Analysis
  • 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 Advisor
Employee Benefits Review
Executive Benefit Review
Personalized Risk Profile
Portfolio & Investment Analysis
Planning Services
Comprehensive Financial Plan
Retirement Income Planning
Education Planning
Financial Education & Wellness Web App
Preferred asset management fees
Tax Planning
Exit & Succession Planning
Specialized Services
Investment Tax Analysis
Budgeting & Cash Flow Analysis
Business Owner Benefits Review
Business Growth Plan Coaching
Ongoing Support
Bi-Weekly Business Coaching Session

Looking for more comprehensive wealth management solutions?

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.

$9,686

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.

$12,580

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.

$14,908

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."

$20,909

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.