Services & Pricing

Clear, upfront pricing for every way we help individuals and families take control of their finances. Choose the support that fits where you are today.

Our Services

Initial Consultation

$299.99

A focused first session where we review your full financial picture, clarify your goals, and map out clear next steps tailored to your household.

Credit Analysis and Counseling

$199.99 / hour

A detailed look at your credit standing with practical, plain-language guidance on the habits and moves that help you strengthen it over time.

Tax Strategy and Filing

$899.99 / return

Organized preparation and filing support that helps you stay accurate, meet deadlines, and understand the choices behind your return.

College Fund Planning

$749.99

A structured plan to help you set aside and grow education savings for the people you care about, built around realistic timelines.

Financial Audit

$949.99

A thorough review of your income, spending, accounts, and obligations so you can see exactly where you stand and where to focus next.

Expense Management

$1,399.99

Hands-on help building a spending structure that keeps your monthly cash flow organized, predictable, and aligned with your priorities.

Inheritance Strategy

$1,289.99

Clear guidance for organizing and planning around assets you expect to receive or pass on, so nothing important gets overlooked.

Pension Strategy

$2,289.99

A planning review focused on your pension and retirement income options, helping you understand how the pieces fit together.

Legacy Management

$2,799.99

Ongoing organization of your long-term financial wishes and records, so your intentions stay clear and easy to act on.

Financial Management

$3,199.99

Continuous, structured oversight of your household finances with regular check-ins that keep your plan on track as life changes.

All-Inclusive Financial Plan

$4,499.99

Our most complete engagement, bringing planning, organization, and review together into one coordinated, end-to-end financial roadmap.

Brightway Financial

KK Squared Inc.

4150 Saint Johns PKWY STE 1006, Sanford, FL 32771

(866) 978-8446  ·  Help@brightwayfinancialusa.com

KK Squared Inc. is not a financial advisor, financial consultant, or legal advisor. Governed by Florida law. Services available to individuals 18 and older.

© 2026 KK Squared Inc. All rights reserved.