Simple, Transparent Financial Planning Subscription Pricing
Choose the consultation level that matches your financial planning needs. All plans include expert guidance and personalized attention — no hidden fees or surprise charges.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
per month
Perfect for individuals starting their financial planning journey who want professional guidance and basic analytical support.
- Monthly 45-minute consultation session
- Basic financial situation analysis
- Email support for follow-up questions
- No quarterly comprehensive reviews
- Limited planning resource access
Monthly Service Fee: $150
Additional Consultation Rate: $85/hour
Professional Planning
per month
Our core subscription service offering comprehensive monthly consultations with detailed analytical reviews and ongoing support for serious planners.
- Monthly 60-minute consultation session
- Comprehensive financial analysis and planning
- Quarterly progress reviews and plan updates
- Priority email and phone support
- Limited to standard planning resources
Monthly Service Fee: $250
Additional Consultation Rate: $75/hour
Premium Planning
per month
Our most comprehensive service for individuals with complex financial situations who need extensive planning support and premium resources.
- Monthly 90-minute consultation session
- Advanced financial modeling and scenario analysis
- Monthly progress check-ins plus quarterly reviews
- 24/7 support access and priority scheduling
- Access to premium planning tools and resources
Monthly Service Fee: $395
Additional Consultation Rate: $65/hour
Payment Information
All fees are clearly stated with no hidden charges or commission-based recommendations
All prices include applicable taxes and fees where required by law
We accept major credit cards and electronic bank transfers for subscription payments
Additional Fees
- Extra consultation time beyond monthly allocation: charged at hourly rates shown
- Rushed document review: $45 per request
- Phone consultations outside business hours: $25 surcharge
Representative APR for payment plans 12.9% variable (for extended payment arrangements when available)
Frequently Asked Pricing Questions
Can I change my subscription plan?
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 my subscription?
You can cancel anytime with 30 days written notice. You'll continue to receive service through your current billing period.
Are there any setup fees or long-term contracts?
No setup fees and no long-term contracts required. You can cancel or modify your subscription with proper notice.
Have questions about our pricing or need help choosing the right plan?
Contact Us