SERVICES | My Site 32

OUR SERVICES

The practice built to remove the velvet rope

Ebony & Oak Wealth Management — Independent · Fee-Based · Houston, TX

ONE-TIME ENGAGEMENTS

Clear, written direction you can act on

Your Silent Raise, Save Your Seat

$99 LIVE SESSION +REPLAY

Optimize Your Total Compensation With Employee Benefits

The largest raise available to most working people is not negotiated. It is already in your benefits package, unclaimed. This session gives you the knowledge and the confidence to make this enrollment season count.

Tuesday, September 29

6:30 PM CDT • 7:30 PM EDT • 60 MINUTES

RESERVE YOUR SEAT

Essentials

$500 PER MONTH

Two scheduled strategy calls per month (60 min each)
Up to three email questions per week
Replies within two business days
Ongoing financial plan maintenance & goal tracking
Complimentary access to all live group sessions & workshops

Note: Does not include a written financial plan or roadmap.

Real Estate Investment Strategy

$1,500 ONE-TIME

For clients ready to invest in real estate. Includes financial evaluation of up to five properties, finance options, asset protection strategies, and operational setup guidance including tenant management systems, lease structure, and landlord best practices.

Strategy session (60–90 min)
Financial analysis of up to 5 properties
Written summary of findings & recommendations

Note: Does not include ongoing property search support; clients needing continued support may add a monthly retainer.

Comprehensive Wealth & Financial Plan

$2,500 ONE-TIME

A thorough review of your finances delivered as a clear, written roadmap with prioritized next steps. For clients looking to execute on the roadmap independently.

Strategy Session to Discuss Goals (60–90 min)
Plan Review (60 min)
Follow-up Q&A (30 min)

SIGNATURE PACKAGE — GUIDED ENGAGEMENT

The Foundation

Our flagship engagement, and the visual centerpiece of the practice: a focused 90-day partnership that turns a plan into progress.

The Foundation — 90 Day Financial Transformation

$4500

FLAT FEE · 3 MONTHS · NO RENEWAL REQUIRED

A focused, 90-day engagement designed to meaningfully improve your financial trajectory. Takes the Comprehensive Wealth & Financial Plan and provides hands-on guidance and accountability as you put your plan into action.

Over 90 days, works through your complete wealth picture, real estate goals, debt strategy, savings, and the critical documents that protect everything you're building — including a review of your will, trust, health directives, insurance coverage, and beneficiary designations.

Note: Where action requires a licensed tax advisor, insurance broker, or attorney, the advisor helps the client think through options and holds them accountable — but those professionals execute the work.

Personalized roadmap included in Comprehensive Wealth & Financial Plan
Guided review of estate documents, insurance, and tax-efficient wealth strategies
Debt elimination plan, savings strategy, and wealth-building framework
Three strategy sessions per month — nine sessions total over 90 days
Two email check-ins per week between sessions
Email responses within two business days
Shared action tracker for accountability between sessions
Complimentary access to all live group sessions & workshops
Clear transition plan at day 90 Start The Foundation