Choose Your Financial Planning Path
Professional guidance that fits your budget and goals. All plans include core consultation services with varying levels of personalization and support.
Individual results may vary based on personal circumstances, market conditions, and implementation of suggestions
Past performance does not guarantee future results
Essential Plan
Perfect for individuals starting their financial planning journey who want professional guidance and basic consultation services
per month
- Monthly financial planning consultation (60 minutes)
- Basic resource allocation analysis
- Goal-setting and progress tracking
- Email support for questions
Advisory Fee: 0.5% of assets under review
Additional Hours: $75 per hour
Professional Plan
Our most popular option for serious financial planning with comprehensive analysis and regular guidance sessions
per month
- Bi-weekly consultation sessions (90 minutes each)
- Comprehensive financial situation analysis
- Personalized strategy development
- Priority email and phone support
- Quarterly progress reviews and adjustments
Advisory Fee: 0.75% of assets under review
Performance Analysis Fee: 1.0% annually on reviewed assets
Premium Plan
Comprehensive financial planning with unlimited consultations and premium support for complex financial situations
per month
- Unlimited consultation sessions
- Advanced financial modeling and projections
- Tax strategy integration
- Estate planning consultation
- Direct phone access to your consultant
- Monthly detailed progress reports
Advisory Fee: 1.0% of assets under review
Performance Analysis Fee: 1.25% annually on reviewed assets
Important Pricing Information
Tax Information: All prices include applicable sales tax. Additional taxes may apply based on your location.
Advisory Fees: Advisory fees are calculated based on assets under review and billed quarterly in addition to monthly subscription fees.
Billing Schedule: Monthly subscription fees are billed in advance. Advisory fees are calculated quarterly based on average asset values.
Representative APR: 0% (no financing offered). All fees are due upon billing.
Additional Service Fees
- Document Preparation $50 per document
- Extended Session Time $75 per additional hour
- Rush Analysis Request $100 flat fee
Need Something Different
Have unique requirements or a complex financial situation? We can create a customized plan that fits your specific needs and budget.
Discuss Custom PlanPricing Questions
Can I change plans after I subscribe?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the beginning of your next billing cycle. Upgrades may be prorated for the current month.
Are there any setup fees or long-term contracts?
No setup fees or long-term contracts are required. You can cancel your subscription at any time with no penalties. Your access continues until the end of your current billing period.
What payment methods do you accept?
We accept all major credit cards, debit cards, and ACH bank transfers. All payments are processed securely through encrypted payment systems for your protection.