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Plans + Pricing

Compare our plans built for entrepreneurs & self-starters across all life stages.

Wealth Builder Essentials

$0 to $500,000 Invested [Investing Service Optional]
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Pricing

Initial Setup & Strategy: $1,499

AUM Fee: 1.5% [Investing Service Optional]

Monthly Fee: $89

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Advisor Access

Email Support

1-on-1 Strategy Sessions (Extra Fee*)

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Planning Services

Financial Planning

Estate Planning

Retirement Planning

Net-Worth Progress Reports (Quarterly)

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Investing Services

Investment Management

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Technology

Elements App

Precision Planning Platform

Life Fulfillment Map

Investment Portal

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Resources

On-Demand Money Masterclasses

Money Guides (150+ & Growing)

Client-Only Forums

*Service is provided for an extra fee. Each client's situation is unique and requires tailored services based on the complexity and scope of work.

$

Eliminate the headaches.
Build a life you love.

  • Thrive Planning + Investing

    500$
    Every month
    Everything you need to accelerate your financial journey.
     30 day free trial
    • Premier Portfolio Management (Starting at 1.5% AUM)
    • Elements Planning App
    • 1-Page Plain-English Financial Plan
    • Life Fulfillment Map
    • Access to Financial Mastery Courses
    • 100+ Expert Visual Money Guides
    • Advisor Email Support
    • Advisor Coaching Sessions ($575/session)
    • Quarterly Financial Progress Reports
    • Secure Client Portal

  • Thrive Planning

    800$
    Every month
     14 day free trial

    • Full Plan

      10,000$
       
      Valid for 3 months
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