The Services

Level 1: Single Advisor Subscription

Monthly Advisory Subscription Includes:

  • Single advisor live online remote meetings (2 per month)

    • Pick your advisor(s) for each month of service

    • Change each month or keep as desired

    • Limited to one appointment scheduled at a time.

Level 2: Two-Advisor Subscription

Monthly Advisory Subscription Includes:

  • Two advisors live online remote meetings (5 per month)

    • Pick your advisor(s) for each month of service

    • Change each month or keep as desired

    • Limited to one appointment scheduled at a time.

All Subscriptions include:

  • Ongoing access to GWiz™ Trust Architecture Program Metrics Platform

  • Advisor access to your JDM™ Trust Architecture Reasonable and Prudent Practices Platform

  • Ongoing Pathfinder/Pathkeeper support to find and keep you on your path to success

  • Online access to select internal-use-only reports and analysis results

Level 3: All Advisor Subscription

Monthly Advisory Subscription Includes:

  • Unlimited advisors live online remote meetings (unlimited per month)

    • Pick your advisor(s) for each month of service

    • Change each month or keep as desired

    • Limited to one appointment scheduled at a time.