Transparent Pricing for Financial Planning
Choose the consultation plan that fits your financial planning needs
Individual results may vary
Past performance does not guarantee future results
Essential Planning
Perfect for individuals getting started with financial planning and budgeting
$250
per month
Consultation Fee:: 1.25%
Additional Hourly Rate:: $150
Comprehensive Planning
Ideal for those with complex financial situations requiring detailed analysis
$450
per month
Consultation Fee:: 1.0%
Additional Hourly Rate:: $125
Executive Planning
Comprehensive financial planning for high-net-worth individuals and families
$750
per month
Consultation Fee:: 0.75%
Additional Hourly Rate:: $100
Payment Information and Terms
Service Commission:: Consultation fees range from 0.75% to 1.25% based on service level and complexity
Tax Information:: All prices include applicable state and local taxes
Billing Cycle:: Monthly subscriptions are billed on the same date each month
Accepted Payment Methods:: Credit cards, bank transfers, and ACH payments accepted
Representative APR 24.9% variable on applicable credit products and financing options
Compare Planning Options
| Features Included | Essential Planning | Comprehensive Planning | Executive Planning |
|---|---|---|---|
| Monthly consultation sessions | |||
| Written planning reports | |||
| Goal tracking and progress reviews | |||
| Email and phone support access |
Questions About Pricing?
Our team can help you choose the right planning option for your financial situation and goals.
Contact Us