Choose Your Financial Plan

Whether you're managing personal wealth, growing a business, or planning for your family's legacy, our structured plans provide the tools, expertise, and transparency you need.

Personal

Starter

Essential tools for individuals building financial discipline.

$29
per month
  • Automated budget tracking
  • Monthly financial health reports
  • Basic investment guidance
  • Email support & community access
Select Starter
Most Popular
Personal

Professional

Advanced planning for serious wealth builders.

$79
per month
  • Everything in Starter
  • Dedicated CFP® advisor
  • Tax optimization strategies
  • Retirement & education planning
  • Quarterly portfolio reviews
Select Professional
Business

Business Essential

For entrepreneurs balancing personal & company finances.

$149
per month
  • Business cash flow forecasting
  • Payroll & tax deduction tracking
  • Business retirement plan setup
  • Bi-monthly strategy calls
  • Invoice & expense reconciliation
Select Business
Business

Business Elite

Full-spectrum financial operations for scaling companies.

$299
per month
  • Everything in Business Essential
  • Fractional CFO advisory
  • Cap table & equity planning
  • M&A readiness & valuation
  • 24/7 priority support
Select Business Elite
Custom Pricing
Enterprise

Wealth & Trust

For HNW individuals, families, and multi-generational trusts.

$Custom
based on AUM
  • Dedicated wealth management team
  • Estate & trust structuring
  • Philanthropy & impact investing
  • Private placement access
  • On-demand concierge advisory
Contact Sales

Feature Comparison

Feature Starter Professional Business Essential Business Elite Enterprise
Budget & Cash Flow Tools
Dedicated Advisor
Tax Optimization
Business Financial Modeling
Fractional CFO / M&A Support
Estate & Trust Structuring

What's Included in Every Plan

Bank-Grade Security

256-bit encryption, SOC 2 compliance, and multi-factor authentication to protect your sensitive financial data.

Real-Time Analytics

Live dashboards tracking net worth, cash flow, investment performance, and debt reduction progress.

Expert Support

Access to certified planners, tax strategists, and financial analysts ready to answer your questions.

Plan-Specific FAQs

Absolutely. You can upgrade or downgrade at any time. Prorated charges apply, and your account manager will ensure a seamless transition without interrupting your financial tracking or strategies.
Yes. Our Business Essential and Elite plans are designed specifically for entrepreneurs and executives who need integrated solutions. We'll help you separate personal vs. business assets, optimize dual-tax strategies, and align your personal wealth goals with company growth.
No. All plans operate on a month-to-month basis with no lock-in periods or early termination fees. We believe in earning your trust through consistent results and transparent service.
Enterprise pricing is customized based on Assets Under Management (AUM), complexity of your financial ecosystem, and the level of advisory support required. Our team will prepare a tailored proposal after an initial discovery call.

Not Sure Which Plan Fits You?

Our financial strategists will analyze your current situation and recommend the optimal path. No pressure, just expert guidance.

Schedule Free Consultation Download Plan Guide