Flexible Financial Planning Options
Choose the monthly subscription that fits your financial planning needs. All plans include personalized consultations and ongoing support.
Essential Planning
Perfect for individuals starting their financial planning journey
$199
per month
- Monthly 45-minute consultation
- Basic budgeting guidance
- Email support
- Resource allocation basics
Complete Planning
Comprehensive planning for serious financial goal achievement
$250
per month
- Monthly 60-minute consultation
- Comprehensive financial analysis
- Priority email and phone support
- Advanced resource allocation strategies
- Quarterly progress reviews
Premium Planning
Elite planning with maximum support and personalized attention
$349
per month
- Bi-weekly 60-minute consultations
- Advanced financial modeling
- 24/7 priority support
- Complex financial situation management
- Monthly detailed progress reports
- Direct advisor phone line
Pricing Details
Payment Structure
Our transparent fee structure ensures you know exactly what you're paying for:
- Monthly subscription fees are charged in advance
- No hidden fees or surprise charges
- Cancel anytime with 30 days notice
Tax Information
All prices are displayed excluding applicable taxes
Sales tax will be calculated based on your location
Tax rates vary by state and local jurisdiction
Additional Fee Structure
Consultation Extensions
Additional time beyond standard session length
$2.50 per additional minute
Ad-hoc Consultations
One-time consultations for non-subscribers
$150 per hour
Account Setup
One-time setup fee for new Premium subscribers
$99 (waived for first 3 months)
Important Information
Individual results may vary based on personal circumstances, market conditions, and implementation of recommendations
Past performance does not guarantee future results
Representative APR for payment plans: 0%APR (no financing charges for monthly subscriptions)
Frequently Asked Questions
Can I change plans anytime?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What if I need to cancel?
You can cancel anytime with 30 days written notice. No cancellation fees apply.
Are consultations conducted remotely?
Yes, all consultations are conducted via secure video conferencing for your convenience and privacy.
Ready to Start Planning?
Choose your plan and begin your journey to better financial management today
Get Started Now