Simple, transparent pricing for financial peace of mind
Choose the monthly planning level that fits your needs — all plans include personalized consultations and practical guidance
Individual results may vary based on personal circumstances, commitment level, and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for getting started with financial planning
$150
per month
- Monthly 45-minute consultation
- Basic budgeting and expense analysis
- Goal setting and progress tracking
- Email support between sessions
Comprehensive Planning
Complete financial guidance for growing needs
$250
per month
- Monthly 60-minute consultation
- Advanced budgeting and cash flow analysis
- Debt management strategies
- Tax planning guidance
- Priority email and phone support
Premium Planning
Comprehensive planning for complex financial situations
$400
per month
- Monthly 90-minute consultation
- Advanced financial analysis and modeling
- Estate and insurance planning review
- Business financial planning guidance
- Quarterly strategy reviews
- Dedicated planner relationship
Pricing and Payment Information
Fees and Commissions
Our pricing is transparent with no hidden fees or commissions:
- Monthly subscription fees are billed in advance and include all consultation services
- We do not receive commissions from financial products or third-party recommendations
Tax Information
All prices shown are inclusive of applicable state and local taxes where required.
Tax rates may vary by location and are calculated at checkout based on your billing address.
Representative APR for credit products 12.9% variable APR applies to any credit products discussed during planning sessions.
Compare Planning Levels
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly Consultation Time | |||
| Planning Scope | Basic budgeting | Comprehensive planning | Advanced strategies |
| Support Access | |||
| Progress Reviews | |||
| Planner Relationship |
Questions about pricing?
We're happy to help you choose the right planning level for your situation.
Get in Touch