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Book a Review

Choose the Review that fits your family.

Each Review is a live guided conversation that ends with a personalized Clarity Report you keep.

One flat fee. Family members can join together. No passwords, account access, or screen sharing.

First, see what you receive

Every Review ends with a personalized Clarity Report.

The call creates the conversation. The Clarity Report gives your family a written record.

View Identity Sample →View Family Sample →

Choose Your Review

Three options. One flat fee. The whole family welcome.

Recommended

Combined Review

Both areas, one Review.

$249

Best For

  • ✓Families who want the full picture
  • ✓Adult children helping a parent organize multiple areas
  • ✓People who do not want to choose between the two Reviews

Includes

Two Clarity Reports

Book Combined Review →

Identity Protection Review

Identity protection, made visible.

$149

Best For

  • ✓Fraud and identity-theft concerns
  • ✓Adult children helping parents
  • ✓Anyone unsure what has already been handled

Includes

One Clarity Report

Book Identity Review →

Family Readiness Review

Family information, made visible.

$149

Best For

  • ✓Aging parents and adult children
  • ✓Families where one person handles everything
  • ✓Anyone worried information is scattered or assumed

Includes

One Clarity Report

Book Family Readiness Review →

Why Families Join Together

The biggest insights often come when family members hear each other's answers.

  • One person may know where records live.

    Another may know who to call.

  • One person may manage the accounts.

    Another may understand the family context.

  • The Review brings both into view.

    So the family leaves with one clearer record.

  • Whole family welcome.

    Everyone can join the Review at no additional cost.

How It Flows

Four steps, start to finish.

  1. 01

    Choose a Review

    Pick Identity, Family, or Combined.

  2. 02

    Schedule a time

    Reply with a few times that work.

  3. 03

    Join together

    A guided hour where we walk through where things stand.

  4. 04

    Receive your Report

    A written record, yours to keep.

Optional · Identity Protection Only

Optional Guided Implementation

For people who want help walking through selected identity-protection safeguards after an Identity Protection Review.

The Review helps you see where things currently stand. Guided Implementation is for the follow-up work some people want help walking through afterward.

  • ✓ Optional and separate from the Review
  • ✓ Available after an Identity Protection Review
  • ✓ You complete each step yourself, in your own accounts
  • ✓ No passwords, no screen sharing, no account access
  • ✓ Clear written next steps for anything that cannot be completed during the session

Guided Implementation add-on

$149 first person helped+$100 each additional person helped

Only count people whose own identity-protection steps will be walked through. Family members may join to help at no additional cost.

People receiving implementation help

Estimated add-on: $149

Ask to Add Guided Implementation →Book a Review →

"Jake gave me clear written instructions afterward for the items that needed additional verification."

— Glen, lawyer, NYC

Caroline + Jake

Caroline, helping a parent get organized, North Carolina

What's True of Every Review

  • ✓ One flat fee — no subscriptions, no upsells, no surprises
  • ✓ The whole family can join at no extra cost
  • ✓ We never ask for passwords, SSNs, documents, or account access
  • ✓ No long-term commitment — one session, one fee, keep your record
  • ✓ Independent service — not affiliated with any government agency, bank, or identity-verification provider

Booking FAQ

Can the whole family really join for one fee?+

Yes. One flat Review fee covers the family members who join the conversation. There is no per-person charge for a Review.

What if we run over an hour?+

Reviews are designed for about an hour. If a conversation needs a little more time, we handle that reasonably rather than cutting off the call mid-thought.

Do you store any of our information?+

Information shared during the Review is used to create your Clarity Report. SecureYourParent does not request passwords, Social Security numbers, account numbers, documents, screen sharing, or remote access.

Is this advice?+

No. Reviews provide general education and a written picture of where things stand as reported. They are not legal, financial, tax, estate-planning, cybersecurity, or professional advice.

Why isn't the Review free, when the Checkup is?+

The Checkup is a quick way to see which Review may fit. A Review is a live guided conversation and personalized written report.

Not sure which Review fits?

Take the free Clarity Checkup first.

In about two minutes, you'll see what your family can currently account for, what depends on one person, and what remains uncertain — and which Review fits.

Book a Review →

No email required.