Your Life & Legacy Planning Experience Choose the level of strategy, protection, and peace of mind that fits your life and your legacy. Each planning level includes all services from the levels below it, with added features tailored to your goals, complexity, and family needs. The more advanced the level, the more integration you receive across legal, financial, and legacy support.
ClarityMap Plan (3D Plan: Document, Defend, & Discover)
LegacyMax Experience
(4D Plan: Document, Defend, Discover & Deliver)
Who This is For:
Who This is For:
Pre-retirees and families wanting clarity and alignment across legal, financial, and tax strategies. Why It Matters: At this level, your estate plan starts working with your financial plan—giving you the clarity to make better decisions and avoid unnecessary risk, cost, and taxes. Includes all features of the LifeStart and PlanProtect Plans.
Clients preparing for retirement who want to ensure their legacy is protected, unified, and clearly communicated. Why It Matters: When everything is aligned—your plan, your people, your purpose—you not only preserve wealth, you multiply its meaning. This level helps ensure your legacy is as intentional as your life. Includes everything in ClarityMap, PlanProtect, and LifeStart.
Solves Problems Like:
Solves Problems Like:
Key Benefits:
Key Benefits:
Not knowing how much you can spend or give without running out Missing tax-saving strategies because no one’s looking at the full picture Your advisors working in silos instead of as one team Family arguments or stress because no one knows your plan Your life’s work getting lost in spreadsheets instead of leaving a legacy
Not knowing how your money, taxes, and trust all fit together Making big financial decisions without seeing the full picture Leaving behind accounts or insurance that no one knows about Your family not knowing where to find things—or who’s in charge Paying more in taxes than you need to because no one connected the dots
A full review of your finances, taxes, and estate plan A custom strategy to reduce taxes and avoid mistakes Help organizing your accounts and insurance Support to align your trust and financial advisor's plan Clear action steps for your future, not just paperwork Annual updates to stay on track as life changes
Comprehensive financial planning tied to your estate plan Clarity on spending, taxes, and income through retirement Your story and values captured in a Legacy Interview Family meetings to prevent stress and confusion later Charitable giving and multi-generational planning built in Your advisory team working together to carry out your vision
Your Investment:
Your Investment:
$5,495–$11,995
$4,995–$8,995
655 Metro Place S. Suite #440, Dublin, OH 43017 t: 614-432-8065 e: info@wealthsolutionsnetwork.com w: www.wealthsolutionsgroup.biz
655 Metro Place South, Ste 440, Dublin, Ohio 43017. t: 614.408.0529 w: www.dupontestatelaw.com
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