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Initial Client Consultation

$300

This session serves as a strategic direction call. While our team cannot provide financial or legal advice, we will assess your needs and recommend the most appropriate next steps to help you create a clear, structured plan moving forward.

30 Minute Consultation
Conducted via Zoom or Phone
Client Consultation with Jake Claver

$5,000

This one-on-one session with Jake Claver for expert guidance on digital asset management strategies. The discussion may include evaluating whether an LLC is the optimal structure, referrals to a trusted estate or trust attorney, and introductions to vetted external contacts as needed.

30 Minute Consultation
Conducted via Zoom or Phone
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Note: Digital Family Office does not provide financial advice. If you want to speak to a licensed wealth advisor please contact DigitalWealthPartners.net
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After submitting this form, you will receive an email with the payment/scheduling links . After you have completed your payment, you will then schedule a phone consultation using a calendar link which will be provided to you.

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