Choose Your Financial Planning Path

Get personalized financial guidance with transparent pricing and no hidden fees. All plans include VAT and come with our commitment to value-driven service.

Individual results may vary

Past performance does not guarantee future results

Essential Planning

Perfect for individuals starting their financial planning journey with basic budgeting and goal-setting support

$150

per month

  • Monthly 45-minute consultation session
  • Basic budgeting framework and guidance
  • Goal setting and priority planning
  • Email support between sessions

Service fee: 2.5% monthly service fee

All prices include applicable taxes

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Most Popular

Comprehensive Planning

Our flagship service offering complete financial planning with enhanced support and detailed analytical reviews

$250

per month

  • Bi-weekly 60-minute consultation sessions
  • Comprehensive financial analysis and planning
  • Debt management and optimization strategies
  • Priority email and phone support
  • Quarterly progress reviews and adjustments

Service fee: 2.0% monthly service fee

All prices include applicable taxes

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Premium Planning

Advanced financial planning with intensive support for complex financial situations and accelerated goal achievement

$350

per month

  • Weekly consultation sessions (60 minutes each)
  • Advanced financial modeling and projections
  • Comprehensive debt and cash flow optimization
  • Dedicated support line with same-day response
  • Monthly detailed progress reports
  • Priority booking and flexible scheduling

Service fee: 1.5% monthly service fee

All prices include applicable taxes

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Transparent Pricing Information

Our subscription pricing is straightforward with no hidden costs. Service fees are calculated monthly based on the consultation and support level you choose.

Representative APR 15.9% APRvariable (for any financing options)

Licensed Financial Services Provider - FSRA License #FS2025-4446

Plan Comparison

Features Essential Planning Comprehensive Planning Premium Planning
Monthly consultation time
Support response time
Progress tracking
Advanced planning tools

Frequently Asked Questions

Can I change my plan at any time?

Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at the start of your next billing cycle.

What's included in the service fee?

Service fees cover administrative costs, platform maintenance, and ongoing support infrastructure. No additional charges for standard consultations.

Do you offer any guarantees?

While we cannot guarantee specific financial outcomes, we're committed to providing quality service. Individual results may vary based on personal circumstances and commitment.

Need Help Choosing?

Our team can help you select the right plan based on your financial situation and goals. Contact us for a free 15-minute consultation to discuss your needs.

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