Essential Plan
Kickstart your journey with a plan that clarifies where your money’s going and how to make it work harder for you. We focus on the fundamentals—like budgeting, investing, and retirement—so you make decisions more confidently.
Year 1 Initial Planning
$3,200
Year 2+ Annual Membership
$1,800
Strategic Plan
Elevate your money strategy by zeroing in on the areas that matter most—whether it’s retiring early, optimizing taxes, or buying a new home. We’ll craft a personalized roadmap that adapts with you and accelerates your progress toward each new milestone.
Year 1 Initial Planning
$4,800
Year 2+ Annual Membership
$2,500
Comprehensive Plan
Cover every corner of your financial world with a deep-dive approach that leaves no stone unturned. From advanced tax planning and equity compensation to real estate and estate planning, we’ll bring all the moving parts into one cohesive strategy—so you’re always a step ahead.
Year 1 Initial Planning
$7,800
Year 2+ Annual Membership
$4,500
Get Financially
Fearless for free