Manage your subscription, update payment methods, and download invoices.
| Feature | Starter | Professional | Elite |
|---|---|---|---|
| Automated Budget Tracking | |||
| Financial Advisor Access | |||
| Tax Optimization & Filing | |||
| Retirement & Estate Planning | Basic | Advanced | |
| Real Estate & Business Advisory | |||
| Support Level | Priority Phone | 24/7 Concierge |
| Invoice | Date | Description | Amount | Status | Actions |
|---|---|---|---|---|---|
| INV-2025-1142 | Nov 15, 2025 | Professional Plan - Monthly | $79.00 | Paid | |
| INV-2025-1031 | Oct 15, 2025 | Professional Plan - Monthly | $79.00 | Paid | |
| INV-2025-0915 | Sep 15, 2025 | Professional Plan - Monthly | $79.00 | Paid |
When you switch plans, we'll prorate your current billing cycle and apply a credit or charge the difference accordingly. Changes take effect immediately, and your next invoice will reflect the new rate.
Yes. You can add or update payment methods anytime in this section. If a payment fails, you'll have a 3-day grace period to update your details before any service interruption.
Your access continues until the end of your current billing period. After cancellation, your account switches to a read-only mode where you can download reports and invoices, but live tracking and advisor access are paused.
We offer a 30-day money-back guarantee on all annual plans. After that, refunds are prorated based on unused months, minus a 10% administrative fee. Contact support for details.