Choose Your Financial Planning Subscription
Flexible plans designed to meet your unique financial planning needs and budget
Individual results may vary based on personal circumstances, market conditions, and adherence to recommendations.
Past performance does not guarantee future results.
Essential Plan
Perfect for getting started
$125
per month
- Monthly financial consultation (30 minutes)
- Basic budgeting and expense analysis
- Email support for quick questions
- Access to financial planning resources
No commission fees on recommendations
Professional Plan
Comprehensive financial guidance
$250
per month
- Bi-weekly consultations (45 minutes each)
- Comprehensive financial plan development
- Priority email and phone support
- Quarterly plan reviews and adjustments
- Access to advanced planning tools
No commission fees on any recommendations
Premium Advisory
Unlimited expert guidance
$450
per month
- Unlimited consultations as needed
- Complete financial analysis and strategy
- 24/7 priority support access
- Monthly detailed progress reports
- Tax planning and optimization guidance
- Estate planning consultation included
Additional services available at $150/hour
Pricing Details and Terms
Tax Information
All prices include applicable sales tax. Final pricing may vary based on your location and local tax requirements.
Fee Structure
We never charge commission fees on recommendations. Our only fees are the transparent monthly subscription charges listed above.
Payment Terms
Monthly subscriptions are billed in advance. Cancel anytime with 30 days notice. No long-term contracts required.
Representative APR: 0% (no financing offered - services paid monthly)
Compare Plan Features
| Features | Essential Plan | Professional Plan | Premium Advisory |
|---|---|---|---|
| Monthly Consultations | 1 session (30 min) | 2 sessions (45 min) | Unlimited |
| Support Access | Email only | Email + Phone | 24/7 Priority |
| Plan Reviews | Annual | Quarterly | Monthly |
| Advanced Tools | Basic access | Full access | Premium tools |
Questions About Pricing
Need help choosing the right plan or have questions about our services? Our team is here to help you find the perfect fit.
Contact Our Team