Members Information
As a member, you will receive our professional services at a discounted rate. See an illustration of our discounted rates below. Additionally, we are working with our financial partners to provide exclusive benefits and discounted rates for their products and services. Once you are a member, provide you with the additional “members only” discounts and will notify you each time we secure another “members only” discount agreement.
Benefits of Our Membership
Here are some of the amazing benefits you will enjoy when you become a member:
- Discounted Rates: Receive our fiduciary financial planning services at a reduced cost.
- Exclusive Offers: Access special discounts from our financial partners.
- Members-Only Discounts: Enjoy additional savings on various products and services.
- Priority Support: Get prioritized assistance from our team of experts.
- Regular Updates: Stay informed with notifications about new discounts.
- Comprehensive Fiduciary Financial Planning: Benefit from tailored fiduciary financial strategies designed to meet your unique needs.
Our Discounted Rates
Illustration of Membership Rates -vs- Market Rates for Similar Services*
| SERVICE | MEMBERSHIP DISCOUNT RATES |
|---|---|
| Lawyer Hourly Fee | 25% Savings |
| CPA Hourly Fee | 22% Savings |
| Financial Planner | 25% Savings |
| Simple Will | 20% Savings |
| Simple Estate Plan | 17% Savings |
| Simple Tax Preparation (Filing Fees) | 20%Savings |
*Rates and savings are for illustration purposes. Market rates are subject to change.
How to Become a Member
Becoming a member of Your Family Matters is simple and straightforward. Follow these steps to start enjoying the benefits:
- Contact Us: Reach out to us via phone, email, or our online contact form to express your interest.
- Consultation: Schedule a consultation with one of our financial advisors to discuss your financial goals and needs.
- Choose A Service: Choose the service that best suits your requirements. We offer various services to fix your financial situation.
- Sign Up: Complete the membership registration process and start enjoying the exclusive benefits immediately.