Pricing

Transparent, Fair Pricing

No hidden fees, no commissions, no surprises. Choose the plan that fits your needs and budget. Every plan includes a free initial consultation.

Foundation

Perfect for getting started

$150 /month
Get Started
  • Initial financial assessment
  • Budget and cash flow plan
  • Debt payoff strategy
  • Semi-annual check-in meetings
  • Email support
Most Popular

Growth

Our most popular plan

$299 /month
Get Started
  • Everything in Foundation
  • Comprehensive financial plan
  • Investment portfolio management
  • Retirement income projection
  • Quarterly review meetings
  • Tax strategy coordination

Wealth

For complex financial needs

$499 /month
Get Started
  • Everything in Growth
  • Estate planning coordination
  • Business owner tax optimization
  • Monthly strategy meetings
  • Priority phone and email access
  • Family financial coaching

Pricing Questions

Are there any hidden fees?
Absolutely not. The monthly fee listed is all you pay. We do not earn commissions on products we recommend, and there are no setup fees, exit fees, or surprise charges.
Can I switch plans later?
Yes, you can upgrade or downgrade your plan at any time. We recommend starting with the plan that best fits your current needs and adjusting as your financial situation evolves.
Is there a minimum commitment?
We ask for a 3-month minimum to allow enough time to complete your initial plan and see meaningful results. After that, you are free to continue or cancel at any time.
Do you offer a discount for annual payments?
Yes! Pay annually and save 15%. That means our Growth plan drops from $299/month to $254/month when billed annually. Contact us for annual pricing details.