Simple, Transparent Financial Planning Pricing
Choose the plan that fits your financial planning needs and budget
Individual results may vary based on personal circumstances and market conditions
Past performance does not guarantee future results
Essential Planning
$250
per month
Perfect for individuals starting their financial planning journey who need basic guidance and support
- Monthly financial check-in sessions
- Basic budgeting and expense analysis
- Goal-setting and progress tracking
- Email support and resources
Management Fee: 0.75% annually on managed assets
Minimum Monthly Fee: $250/month minimum
Comprehensive Planning
$450
per month
Ideal for individuals with complex financial situations who need detailed analysis and ongoing support
- Bi-weekly consultation sessions
- Detailed financial analysis and reporting
- Tax optimization strategies
- Risk assessment and planning
- Priority email and phone support
Management Fee: 1.0% annually on managed assets
Additional Consultation Rate: $150/hour for extra sessions
Premium Advisory
$750
per month
Complete financial advisory service for high-net-worth individuals requiring comprehensive planning and personalized attention
- Weekly consultation availability
- Comprehensive financial planning
- Estate planning coordination
- Tax and legal strategy integration
- Dedicated advisor relationship
- 24/7 priority support access
Management Fee: 1.25% annually on managed assets
Custom Fee Structure: Tailored pricing available for complex situations
Detailed Pricing Information
Payment and Fee Structure
All monthly subscription fees are billed in advance and include the services described in each plan tier.
Asset management fees range from 0.75% to 1.25% annually depending on your selected plan
Tax Information
All prices include applicable state and local taxes where required.
Sales tax of 7.25% applies to services provided in applicable jurisdictions
Additional Fee Disclosure
No hidden fees or surprise charges. All costs are clearly outlined in your service agreement.
Representative APR: N/A - No financing offered. Payment terms: Monthly subscription billed in advance
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the start of your next billing cycle.
What happens if I cancel my subscription?
You can cancel anytime with 30 days notice. You'll retain access to services through the end of your current billing period.
Are there any setup or cancellation fees?
No setup fees or cancellation penalties. You only pay for the months you use our services.
Need Help Choosing?
Our team can help you select the right plan based on your specific financial situation and goals.
Speak with Advisor