Financial Planning Packages
Accumulator Package
For Individuals and Families Building Toward Their Financial Goals
The Accumulator Package is designed for people in their prime working years—actively earning, saving, and planning for milestones like retirement, college education, or major purchases.
Investment: $500
Flexible payment options: quarterly, semi-annually, or lump sum.
What You’ll Receive:
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Four personalized financial planning sessions
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A comprehensive, documented financial plan with clear goals, actionable steps, and tailored recommendations—yours to keep, regardless of whether you choose to continue with ongoing advisory services
This package is ideal for those who want clarity and structure to align their income, savings, and investments with their future goals.
Planning Fee Waiver: For clients who choose to have Starling Wealth Management manage $250,000 or more in assets, the planning fee is waived.
Ready to get started? Let’s build a plan you can value.
Harvest Package
For Those Nearing or Enjoying Retirement After a Lifetime of Hard Work
The Harvest Package is designed for individuals and couples who are 5–10 years from retirement or currently navigating retirement. After years of hard work and disciplined saving, this package helps you make the most of what you’ve built.
Investment: $1,000
Flexible payment options: quarterly, semi-annually, or lump sum.
What You’ll Receive:
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Four comprehensive planning sessions tailored to your retirement goals
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Guidance on income distribution, tax efficiency, Social Security timing, Medicare options, and long-term care planning
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A customized, documented retirement strategy that’s yours to keep—regardless of whether you move forward with ongoing advisory services
Planning Fee Waiver: For clients who choose to have Starling Wealth Management manage $250,000 or more in assets, the planning fee is waived.
You’ve earned it. Let’s harvest wisely.
Legacy Package
For Those with Complex Needs, Unique Goals, or Generational Impact in Mind
The Legacy Package is designed for clients with advanced planning needs—whether navigating a large estate, managing a special situation, or creating a lasting impact for future generations.
This package is ideal for:
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High-net-worth individuals and families
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Business owners navigating succession or exit planning
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Clients requiring trust, estate, or charitable planning
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Families with special needs considerations
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Anyone seeking a customized, high-touch planning experience
Investment: To be determined based on scope of need
Pricing is established after an initial consultation and assessment.
What You Can Expect:
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A tailored planning process built around your goals, concerns, and family dynamics
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Coordination with estate attorneys, CPAs, and other professionals as needed
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A deep, strategic partnership with clear deliverables and actionable steps
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A focus not just on wealth preservation—but on purpose, confidence, and long-term
clarity
Planning Fee Waiver: In many cases, clients who engage Starling Wealth Management to manage $250,000 or more in assets will qualify for a planning fee waiver. Final terms are determined based on scope and complexity.
Your story, your values, your legacy—crafted with care.