Choose Your Financial Planning Plan
Transparent pricing for comprehensive financial guidance — find the subscription that matches your planning needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals starting their financial planning journey who need regular guidance and support
$199
per month
- Monthly one-on-one consultation (45 minutes)
- Personalized financial assessment
- Goal setting and progress tracking
- Email support between sessions
No setup fees or hidden costs. Representative APR: 15.9% variable (if financed). All prices include applicable taxes.
Comprehensive Planning
Our most popular plan offering extensive financial planning with additional resources and priority support
$299
per month
- Monthly consultation (60 minutes)
- Comprehensive financial analysis
- Custom planning strategies
- Priority email and phone support
- Quarterly progress reports
No setup fees. Representative APR: 15.9% variable (if financed). All prices include applicable taxes.
Premium Planning
Complete financial planning solution with maximum support and advanced strategic guidance for complex situations
$449
per month
- Bi-monthly consultations (60 minutes each)
- Advanced financial modeling
- Complex planning strategies
- Unlimited email and phone support
- Monthly progress reports
- Annual comprehensive review
No setup fees. Representative APR: 15.9% variable (if financed). All prices include applicable taxes.
Payment Information
Fee Structure Details
Our transparent fee structure ensures you understand all costs associated with your financial planning subscription:
- • Monthly subscription fees are billed in advance on the same date each month
- • No transaction fees or percentage-based charges on your assets
- • Cancel anytime with 30 days notice — no cancellation penalties
Tax Information
All displayed prices include applicable state and local taxes where required by law.
Tax rates vary by location and are calculated at checkout based on your billing address.
Tax calculations comply with United States federal and state tax regulations.
Representative APR applies only if you choose to finance your subscription through our payment plan options. 15.9% APR variableAPR may vary based on creditworthiness and payment terms selected.
Frequently Asked Questions
Can I change my plan anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What happens if I need to cancel?
You can cancel anytime with 30 days written notice. You'll have access to services through the end of your current billing period.
Are there any setup fees?
No, there are no setup fees, initiation charges, or hidden costs. You only pay the monthly subscription fee for your chosen plan.
Have questions about our pricing or need help choosing the right plan?
Contact Our Team