Financial Planning Subscription Pricing
Choose the financial planning subscription that fits your needs. All plans include personalized consultations and ongoing guidance from our experienced professionals.
Individual results may vary
Past performance does not guarantee future results
Essential Planning
$150
per month
Perfect for individuals seeking foundational financial guidance and basic consultation services
- Monthly consultation session (30 minutes)
- Basic financial analysis and review
- Email support between sessions
- Access to planning resources and tools
Monthly subscription fee of $150 plus applicable taxes
No additional commissions or hidden fees
Comprehensive Planning
$250
per month
Our most popular option providing thorough financial planning consultation and strategic guidance
- Bi-weekly consultation sessions (45 minutes each)
- Detailed financial analysis and planning
- Priority email and phone support
- Comprehensive planning documentation
- Quarterly progress reviews and adjustments
Monthly subscription fee of $250 plus applicable taxes
Transparent pricing with no commission-based recommendations
Premium Planning
$400
per month
Complete financial planning solution with weekly consultations and premium support services
- Weekly consultation sessions (60 minutes each)
- Advanced financial modeling and projections
- 24/7 priority support access
- Custom financial planning reports
- Direct advisor phone access
- Specialized consultation for complex situations
Monthly subscription fee of $400 plus applicable taxes
Premium service with fee-only structure and no conflicts of interest
Important Pricing Information
Tax Information
All pricing is shown before applicable state and local taxes. Tax rates vary by location and will be calculated at checkout based on your billing address.
Sales tax rates typically range from 0% to 10.75% depending on your location
Fee Structure Transparency
Our services operate on a subscription-fee basis only. We do not receive commissions from financial products or services we may discuss during consultations, ensuring our guidance remains objective and unbiased.
Payment Terms and Conditions
Subscriptions are billed monthly in advance. You may cancel your subscription at any time with 30 days written notice. No refunds are provided for partial months of service.
Representative APR 0% APR (no financing charges apply to subscription services)% Subscription payments are made monthly with no interest charges or financing fees
Frequently Asked Questions
Can I change my subscription plan?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at the beginning of your next billing cycle.
What happens if I cancel my subscription?
You can cancel anytime with 30 days notice. You'll continue to have access to services through the end of your current billing period.
Are there any setup fees or long-term contracts?
No setup fees are required. Our subscriptions operate on a month-to-month basis with no long-term contracts or commitments.
Have questions about our pricing or need help choosing the right plan for your situation
Contact our team for guidance