Transparent subscription pricing plans

Your first month starts with a comprehensive consultation where we get to know your background, discuss your objectives, and clarify expectations. We’ll cover your current financial landscape, areas of concern, and what you hope to achieve with ongoing planning. This session is confidential and tailored to your needs. We also explain our fee structure, which is a flat $250 per month, and answer any questions about the subscription. Results may vary based on your specific circumstances. Past performance doesn’t guarantee future results.

After gathering the necessary information, our team develops a plan that reflects your unique priorities and concerns. This is not a template approach—your plan is personalized to address the factors you care about most, and you can always request adjustments as your circumstances evolve. You’ll receive a summary of our recommendations and suggestions for next steps. There is no upselling or product sales involved, and we do not accept commissions.

Each month, you’ll meet with your dedicated planner to review your progress, discuss any changes in your financial situation, and adjust your plan as needed. These sessions are included in your subscription, and you’ll never pay extra for additional questions or support. Our focus is on ongoing improvement and providing guidance you can rely on throughout your subscription period.

Our team is available for support between your scheduled reviews. Whether you have a quick question or want to discuss new developments, you can contact us for advice as long as your subscription is active. This ongoing relationship encourages open communication and ensures you always feel supported. All communication is confidential and never shared outside our team. Results may vary.