Choose Your Financial Planning Plan
Professional guidance tailored to your needs and budget
Individual results may vary based on personal circumstances, market conditions, and implementation of planning recommendations.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals getting started with financial planning and seeking basic guidance
$125
per month
- Monthly consultation call
- Basic financial review
- Goal-setting assistance
- Email support
Setup Fee: $50
Additional Hours: $85/hour
Comprehensive Planning
Our most popular option offering thorough analysis and ongoing support for serious planners
$250
per month
- Bi-weekly consultation calls
- Detailed financial analysis
- Customized planning recommendations
- Priority email and phone support
- Quarterly progress reviews
Setup Fee: $75
Additional Hours: $75/hour
Premium Planning
Complete financial planning solution with maximum support and personalized attention
$425
per month
- Weekly consultation calls
- Comprehensive financial modeling
- Advanced planning strategies
- 24/7 priority support
- Monthly detailed reports
- Unlimited email consultations
Setup Fee: $100
Additional Hours: $65/hour
Payment Information
All prices include applicable sales tax where required by law.
Setup fees are charged once upon enrollment. Monthly fees are billed automatically on your chosen date.
Representative APR for payment plans: 12.9% variable
Compare All Features
| Features | Essential Planning | Comprehensive Planning | Premium Planning |
|---|---|---|---|
| Monthly consultation calls | |||
| Financial analysis depth | Basic review | Detailed analysis | Comprehensive modeling |
| Email support response | |||
| Progress reviews | |||
| Additional hour rate |
Have Questions?
Not sure which plan is right for you? Our team can help you choose the best option for your financial planning needs.
Speak with AdvisorImportant Information
Plans can be changed or cancelled at any time with 30 days notice
Setup fees are non-refundable but applied as credit toward first month
All consultations are conducted by qualified financial planning professionals