Transparent subscription pricing plans

Your financial planner will schedule a discovery call, where you’ll outline your circumstances, goals, and any questions you have. This is an opportunity to clarify what you want from ongoing planning and ensure our service aligns with your needs. All terms, including fees, APRs, and repayment conditions, will be explained clearly before you proceed. You’ll be able to ask questions and raise any concerns.

Your planner examines your financial context, focusing on analytical reviews and resource allocation. You’ll then have a personal consultation to discuss insights, answer questions, and receive recommendations tailored to you. No investment or educational products are offered. This step ensures you understand the process and can make informed choices.

You’ll receive ongoing access to your planner for personal consultations and reviews. As your situation changes, we adjust our approach to keep your plan relevant. All support is included in your monthly subscription, with no hidden costs or lock-in contracts. We’ll keep you informed about regulatory updates and compliance.

Once a year, we revisit your subscription’s terms, including fees, APRs, and repayment details. This ensures you remain fully informed and can continue with confidence. Any changes are communicated clearly, giving you the flexibility to continue or adjust your subscription as needed.