Simple Subscription Pricing
For $250 per month, you receive ongoing planning support, regular plan reviews, and direct access to professional advisors. No hidden costs, no onboarding fees, just one predictable rate for all standard services.
Meet Our Advisors
Experienced, approachable, and client-focused
Jenna Martin
Lead Planner
Core Skills
Jenna specializes in helping clients clarify their goals and adapt plans as life changes. She values transparency and ongoing support.
Top Advisor
Recognized by peers
Client Trust
High satisfaction
Marcus Lee
Senior Advisor
Expertise
Marcus brings a detail-oriented approach, ensuring each plan is both practical and responsive to client needs.
Certified
Industry credential
Mentor
Guided new advisors
Ava Brooks
Advisor
Strengths
Ava is committed to making planning approachable, answering questions with patience and clarity.
Innovator
Introduced new tools
Client-Focused
Positive feedback
Daniel Cruz
Associate Planner
Key Skills
Daniel supports clients throughout the planning process, ensuring every step is clearly explained.
Outstanding Service
Client praise
Reliable
Consistent follow-up
How Our Subscription Works
Our process keeps your plan updated, accessible, and aligned with your evolving needs. Each step is designed for clarity and convenience, ensuring ongoing support.
Initial Assessment and Setup
We begin with an in-depth review of your current situation and priorities to set a clear foundation.
Your Objectives
Gain a thorough understanding of your needs.
Our Approach
Conduct a structured onboarding session to clarify your present situation, collect relevant documentation, and establish communication preferences.
How We Deliver
Use secure digital forms or phone meetings for information gathering and initial planning.
Our Tools
Digital intake forms, secure portal
What You Receive
Summary of initial findings and next steps
Personalized Plan Development
Develop a plan tailored to your circumstances, focusing on clear, practical recommendations.
Your Objectives
Create a plan matched to your objectives.
Our Approach
Translate your goals into actionable steps, set review timelines, and outline key recommendations in a format you can understand.
How We Deliver
Draft your plan, review for clarity, and confirm details with you before ongoing support begins.
Our Tools
Advisor meeting, summary document
What You Receive
Personalized planning summary
Monthly Review and Adjustments
Regularly scheduled reviews ensure your plan evolves as your needs and circumstances change.
Your Objectives
Keep your plan aligned with current priorities.
Our Approach
Hold monthly meetings or calls to discuss updates, reassess priorities, and refine recommendations as needed.
How We Deliver
Review recent developments, answer questions, and adjust your plan based on feedback.
Our Tools
Virtual meetings, follow-up notes
What You Receive
Updated plan notes and next steps
Ongoing Communication and Support
Stay connected through direct channels for questions, feedback, and timely updates.
Your Objectives
Provide continuous access to support.
Our Approach
Respond promptly to inquiries, schedule additional check-ins as needed, and ensure you always know how to reach us.
How We Deliver
Offer phone, email, or portal messaging with clear response times.
Our Tools
Phone, email, secure portal
What You Receive
Timely responses and support logs
Subscription Options
Choose the plan that fits you
Monthly
Includes planning reviews, direct advisor access, and regular updates.
- Monthly reviews
- Direct communication
- No onboarding fees
- Cancel anytime
Annual
Annual subscribers save on average and receive priority scheduling for reviews.
- Annual plan rate
- Priority scheduling
- Direct advisor access
- No extra charges
Quarterly
For clients who prefer quarterly meetings and check-ins with their advisor.
- Quarterly reviews
- Direct advisor access
- Flexible scheduling
- No hidden fees
Compare Subscription Options
| Feature | Monthly | Quarterly | Annual |
|---|---|---|---|
| Ongoing plan reviews | |||
| Direct advisor access | |||
| Transparent monthly fee | |||
| No onboarding fees | |||
| Flexible cancellation |