Pricing
Three plans. No hidden line items. Cancel anytime.
Flat-fee membership or AUM-based — your choice. No commissions, no trailers, no kickbacks, ever.
Starter
Financial Essentials
$49
/month
For individuals building the foundation — credit monitoring, basic debt analysis, and email support.
- Credit score monitoring (3 bureaus)
- Basic debt paydown analysis
- 1 loan consultation per quarter
- Insurance quote comparison
- Email support (24-hr response)
- Client portal access
Get Started
Professional
Wealth Builder
$299
/month
For households ready to coordinate loans, insurance, and investing under one named advisor.
- Everything in Starter, plus:
- Dedicated human advisor
- Investment management (0.65% AUM)
- Annual insurance audit
- Tax planning basics
- Quarterly strategy calls
- Phone & portal support
Get Started
Elite
Private Client
$999
/month
For families with $1M+ in assets — full-spectrum wealth management with estate and tax integration.
- Everything in Professional, plus:
- Estate planning coordination
- CPA-led tax strategy
- Concierge service (2-hr response)
- Monthly strategy sessions
- Family office access
- Multi-generational planning
Get Started