Choose Your Financial Planning Subscription
Transparent monthly pricing for comprehensive financial guidance and personalized consultation services
Individual results may vary based on personal circumstances and market conditions.
Past performance does not guarantee future results.
Essential Planning
Perfect for individuals starting their financial planning journey who need regular guidance and support
per month
- Monthly 45-minute consultation session
- Basic financial analysis and review
- Email support between sessions
- Access to planning resources library
Setup Fee: $25 one-time
Additional Consultation Rate: $75/hour
Comprehensive Planning
Our flagship subscription offering complete financial planning with enhanced support and detailed analysis
per month
- Monthly 60-minute consultation session
- Detailed financial analysis and projections
- Unlimited email and phone support
- Quarterly comprehensive plan reviews
- Priority scheduling and extended hours
Setup Fee: No setup fee
Document Review Fee: 0.5% of reviewed assets
Premium Planning
Ultimate financial planning experience with maximum support, analysis depth, and personalized attention
per month
- Two monthly consultation sessions (60 min each)
- Advanced financial modeling and projections
- 24/7 priority support access
- Monthly detailed written reports
- Quarterly goal assessment meetings
- Direct advisor mobile contact
Setup Fee: No setup fee
Additional Consultation Rate: $65/hour
Pricing Details and Fee Structure
Tax Information
All subscription fees are subject to applicable state and local taxes based on your billing address location.
Current tax rate: varies by location
Tax rates determined by state and local tax regulations
Fee Structure and Commissions
Our transparent fee structure ensures you understand all costs associated with your financial planning subscription.
Additional fees may apply for specialized services or extensive document review processes.
We do not receive commissions from third-party financial products or services recommended during consultations.
Representative APR for financed subscriptions 15.9% variable Available for qualified subscribers seeking extended payment terms
Frequently Asked Questions
Can I change my subscription plan anytime?
Yes, you can upgrade or downgrade your subscription plan with 30 days notice. Changes take effect on your next billing cycle.
What happens if I miss a monthly payment?
We provide a 10-day grace period for late payments. After this period, your subscription may be suspended until payment is received.
Are there any hidden fees or additional charges?
No hidden fees. All costs are clearly outlined in your chosen plan. Additional services like extended consultations are available at transparent hourly rates.
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