Transparent subscription plans for financial planning
Our monthly subscription model offers ongoing access to expert planning, with simple fees from $250 to $350. Your rate depends on the level of complexity and session frequency agreed at sign-up. APR, fees, and all terms are always shared before you commit. You have flexibility to adjust or cancel your plan as your needs develop.
Industry experience
Active clients
Expert planners
Meet our planning team
Daniel Hughes
Lead Advisor
With over 17 years’ experience, Daniel focuses on transparency and clarity throughout every stage of client engagement. He is always available for key reviews.
Sophia Evans
Senior Planner
Sophia is known for her attentive approach and adaptive planning methods. She ensures each client receives proactive guidance for changing needs.
Ajay Patel
Client Relations
Ajay drives our communication and support, making sure subscriptions deliver what clients expect. He coordinates sessions and keeps the process seamless.
How our subscription works
Simple steps for ongoing, transparent client care
Initial planning call
Start with a detailed consultation where we discuss your needs, answer questions, and explain our fee structure.
You decide whether to proceed based on your comfort and our transparency.
Agreement review and sign-up
Receive a clear agreement outlining subscription terms, all fees (including APR), and session inclusions. Sign when you’re satisfied.
No commitments until you review and accept all conditions.
Plan development
Your dedicated planner builds an actionable plan tailored to your goals and flexibility for change.
We check in regularly to update recommendations and keep everything aligned.
Ongoing support and reviews
Continuous relationship with feedback, scheduled sessions, and prompt responses—all under your monthly plan.
Monthly flat fee ensures clarity and avoids surprise charges.
Subscription options
Choose a monthly subscription that fits your planning needs. All fees are transparent—APR, terms, and support details are always explained with no hidden charges.
Essential Support
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Core ongoing plan review
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Direct contact with a planner
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Fee and APR disclosure upfront
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Secure data handling
Pro Guidance
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Enhanced periodic sessions
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More flexible scheduling
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Priority response
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Comprehensive agreement review
Complete Partnership
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Unlimited routine consultations
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Custom scenarios planning
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Ongoing document updates
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Dedicated success manager
How we compare
What sets our subscriptions apart