Choose Your Financial Planning Path
Flexible consultation plans designed to match your financial planning needs and goals
Individual results may vary.
Past performance does not guarantee future results.
Starter Consultation
Perfect for those beginning their financial planning journey
$150
per session
- One-hour personal consultation
- Basic financial assessment
- Goal-setting guidance
- Email follow-up summary
Comprehensive Planning
Our most popular monthly subscription for ongoing financial guidance
$250
per month
- Monthly consultation sessions
- Detailed financial analysis
- Personalized strategy development
- Progress tracking and adjustments
- Priority email support
Premium Advisory
Comprehensive financial planning with enhanced support and analysis
$450
per month
- Bi-weekly consultation sessions
- Advanced financial modeling
- Tax optimization strategies
- Estate planning guidance
- Quarterly comprehensive reviews
- 24/7 priority support
Payment Information
Service Fees
- Consultation fees are charged at the beginning of each billing period
- Additional services may incur separate charges
- All fees are clearly disclosed before any charges are processed
Tax Information
All prices include applicable state and local taxes where required by law.
Tax rates may vary based on your location and applicable regulations.
Secure payment processing provided by industry-leading payment platforms.
Please review our Terms and Conditions for complete payment terms and refund policies.
Add-On Services
Document Review
Professional review of financial documents and contracts
$75 per review
Extended Consultation
Additional consultation time beyond standard sessions
$100 per hour
Specialized Analysis
In-depth analysis of specific financial scenarios or opportunities
$200 per analysis
Representative APR 12.9% Variable rate based on individual circumstances
Frequently Asked Questions
Can I change my plan at any time?
Yes, you can upgrade or downgrade your subscription plan at any time. Changes take effect at the next billing cycle.
Is there a long-term commitment required?
No, our monthly subscriptions can be canceled at any time with 30 days notice. No long-term contracts required.
Are there any hidden fees or charges?
No, all fees are clearly disclosed upfront. The only additional charges would be for optional add-on services that you specifically request.