Starter Plan – $150/month
Budget & savings plan
Monthly check-ins
Email support
Ideal for individuals or students
Growth Plan – $350/month
Full financial planning
Tax and investment advice
Quarterly performance reviews
Designed for young professionals and families
Business Pro Plan – $900/month
Business financial health assessment
Cash flow and forecasting tools
Tax planning and audit prep
Tailored for small to mid-sized businesses
Premium Private Advisory – Custom Pricing
Personalized wealth management
Investment portfolio oversight
24/7 support and strategic planning
Suited for high-net-worth individuals and corporations