Simple Monthly Subscription Pricing
Our $250/month plan includes ongoing financial planning, consultations, and regular reviews. No sign-up fees or hidden costs—just clear, predictable pricing.
Meet Our Planning Team
Experienced professionals focused on your ongoing financial needs
Taylor Morgan
MS Financial Planning Columbia University
12 years total "Personal Analysis"
Summit Advisory Group
Certifications:
Methods:
Key Skills:
Honors:
Featured in Planning Today
Recognized for client retention
Speaker at financial forums
Awarded for service excellence
Brings over 12 years' experience to every client relationship.
Jamie Patel
MBA in Finance NYU Stern
10 years total "Ongoing Support"
Urban Planning Solutions
Certifications:
Methods:
Key Skills:
Honors:
Clients’ Choice Award 2023
Led process improvements
Mentored new team members
Panelist at finance events
Expert in ongoing support and practical recommendations for clients.
Morgan Lee
BS in Economics UCLA
8 years total "Flexible Scheduling"
Metro Finance Group
Certifications:
Methods:
Key Skills:
Honors:
Recognized for flexibility
Top client satisfaction
Key role in new service launch
Awarded for adaptability
Specializes in analytical reviews and flexible scheduling for clients.
Casey Jordan
BA in Business Administration Boston College
7 years total "Client Onboarding"
Evergreen Planning
Certifications:
Methods:
Key Skills:
Honors:
Streamlined onboarding process
High client satisfaction
Developed support resources
Awarded for service quality
Ensures smooth onboarding and ongoing communication for all clients.
Your Path to Ongoing Financial Planning
We begin with an in-depth consultation, followed by analytical reviews and regular support, all for a fixed monthly fee. Our process adapts as your needs evolve.
Initial Consultation Call
We start by understanding your financial background and current needs. This session lays the foundation for our partnership.
Your dedicated planner will ask questions about your goals and discuss our subscription terms. We’ll review your situation to ensure our service is the right fit for you.
Personalized Analysis & Review
Your planner conducts a thorough analysis and prepares actionable recommendations based on your needs.
We review your information, identify areas for improvement, and develop practical suggestions. You’ll receive a summary to guide your next steps.
Regular Check-Ins & Updates
You’ll have scheduled meetings to review progress, discuss questions, and adjust as needed.
Frequency is flexible—meet monthly or as your needs change. Every session is included in your subscription, with no extra charges.
Ongoing Professional Support
Your planner remains available for questions, plan updates, and new recommendations as your life evolves.
Enjoy consistent access to support, guidance, and analytical reviews. Adjust your approach anytime, knowing you have a dedicated partner.
Your Path to Ongoing Financial Planning
We begin with an in-depth consultation, followed by analytical reviews and regular support, all for a fixed monthly fee. Our process adapts as your needs evolve.
Choose Your Plan
All plans include ongoing support, consultations, and regular reviews
Standard
Core financial planning and consultations
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Monthly analytical review
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Unlimited consultations
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No sign-up fees
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Cancel anytime with notice
Enhanced
Includes priority scheduling and extended hours
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All Standard features
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Priority appointment access
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Extended evening availability
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Quarterly review reports
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Premium support line
Premier
For those seeking the highest level of service
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All Enhanced features
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Dedicated planner access
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Annual strategic review
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Priority onboarding
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Special event consultations
Compare Subscription Plans
| Features | Standard Plan | Enhanced Plan | Premier Plan |
|---|---|---|---|
| Monthly analytical review | fas fa-check | fas fa-check | fas fa-check |
| Unlimited consultations | fas fa-check | fas fa-check | fas fa-check |
| Priority scheduling access | Not included | fas fa-check | fas fa-check |
| Extended evening availability | Not included | fas fa-check | fas fa-check |
| Annual strategic review | Not included | Not included | fas fa-check |