Solo

Joint

$98
Paid every month.
Our pricing is simple, transparent and less than half² the cost of traditional advisory firms. Members have access to:
Expert advice and support from your dedicated Guide, a CFP® Professional
Unlimited video and phone sessions, message or email anytime
5.00% APY High Yield Savings Account, 12x the national average*
Tailored investment portfolios with expert support at every step and no management fees
$148
For you and a partner.
Paid every month.
Our pricing is simple, transparent and less than half² the cost of traditional advisory firms. Members have access to:
Expert advice and support from your dedicated Guide, a CFP® Professional
Unlimited video and phone sessions, message or email anytime
5.00% APY High Yield Savings Account, 12x the national average*
Tailored investment portfolios with expert support at every step and no management fees

Solo

Joint

$275
Paid every 3 months.
Our pricing is simple, transparent and less than half² the cost of traditional advisory firms. Members have access to:
Expert advice and support from your dedicated Guide, a CFP® Professional
Unlimited video and phone sessions, message or email anytime
5.00% APY High Yield Savings Account, 12x the national average*
Tailored investment portfolios with expert support at every step and no management fees
$415
For you and a partner.
Paid every 3 months.
Our pricing is simple, transparent and less than half² the cost of traditional advisory firms. Members have access to:
Expert advice and support from your dedicated Guide, a CFP® Professional
Unlimited video and phone sessions, message or email anytime
5.00% APY High Yield Savings Account, 12x the national average*
Tailored investment portfolios with expert support at every step and no management fees

Solo

Joint

$998
Paid every 12 months.
Our pricing is simple, transparent and less than half² the cost of traditional advisory firms. Members have access to:
Expert advice and support from your dedicated Guide, a CFP® Professional
Unlimited video and phone sessions, message or email anytime
5.00% APY High Yield Savings Account, 12x the national average*
Tailored investment portfolios with expert support at every step and no management fees
$1,498
For you and a partner.
Paid every 12 months.
Our pricing is simple, transparent and less than half² the cost of traditional advisory firms. Members have access to:
Expert advice and support from your dedicated Guide, a CFP® Professional
Unlimited video and phone sessions, message or email anytime
5.00% APY High Yield Savings Account, 12x the national average*
Tailored investment portfolios with expert support at every step and no management fees