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Choose your pricing plan

  • Plan + Invest

    500$
    Every month
    Unlock financial freedom with a personal CFO. Focus on fulfillment & live without financial stress.
     
    • Full Access to Advisor (Weekly Mtg Options)
    • 1-on-1 Strategy Sessions (March | October)
    • Wealth Optimization System (annual 700+ point analysis)
    • Full Financial Plan Detailing Your Shortest Path
    • Budget + Cash Flow Automation (manage in minutes each month)
    • Values, Vision and Goals Planning
    • Estate Plan (State-Specific Will, Trust, POA, Guardianship)
    • Tax Planning (annual 40-point analysis)
    • Access to High-Yield Savings Accounts - 5.1% APY, $2M FDIC
    • Debt Consolidation + Reduction Strategy
    • Credit Optimization
    • Equity Compensation
    • Business Planning (Succession, Exit, Cashflow Plan)
    • Insurance Planning
    • Group Benefits
    • Family Support + Education
    • Retirement Planning
    • Quarterly Financial Progress Reports
    • Digital Account Security Audit + Organization
    • Unlimited Access to All Financial Courses
    • 200+ Money Guides (Checklists + Flow Charts +Visuals)
    • Active Investment Management
    • Current Employer 401(k) Investment Analysis + Reallocation
    • Alternative Investments (Real Estate, Private Equity...)
    • Strategic Borrowing Against Investment Accounts
    • Customized Portfolio Tax Management
    • Charitable Portfolio Management (DAF)
    • Secure Third-Party Custodians (Schwab + Altruist)

  • Full Financial Plan

    7,500$
     
    Four meetings to create total transformation with an actionable plan that addresses the most important areas of your financial life. Plus, lifetime access to our courses and tools to stay on track.
     
    • 5 Meetings
    • 88 Point Assessment & Prioritized Plan of Recommendations
    • Advisor Analysis of All Your Financial Info
    • Financial Freedom Roadmap
    • Savings Report - "Am I Saving Enough to Hit My Goals?"
    • Investment Review and Strategy Recommendations
    • Current Employer 401(k) Investment Analysis + Reallocation
    • Debt + Credit Analysis to Find Savings
    • Access to ALL Premium Financial Courses
    • Elements App to Continuously Track Net Worth Progress
    • 100+ Expert Money Guides to Make Confident Money Decisions
    • Cash Flow Analysis (Plus 1 Year Premium Access to Monarch)
    • Personalized Financial Automation System
    • Tax Analysis (2 years of Returns + Forward Looking Plan)
    • Insurance Analysis (Life, Disability, Umbrella, Other)
    • Estate Plan (Will, Living Trust, Power of Attorney)

  • Invest

    150$
    Every month
    Data-driven portfolio management using proven strategies that built our millions.
     
    • Active Investment Management with a Growth Objective
    • Current Employer 401(k) Investment Analysis + Reallocation
    • Annual Portfolio Review Meeting
    • Customized Portfolio Tax Management
    • Access to the Investor MBA Course
    • Discounted Access to Courses for DIY Planning
    • Access to High-Yield Savings Accounts - 5.1% APY, $2M FDIC
    • Secure Third-Party Custodians (Schwab + Altruist)

  • Simple Financial Plan

    2,000$
     
    Expert analysis and two strategic meetings to seize high-impact opportunities and lay a solid financial foundation. Go deeper at your own pace with our courses, curated from advising millionaires
     
    • 2 Meetings
    • 88 Point Assessment & Prioritized Plan of Recommendations
    • Advisor Analysis of All Your Financial Info
    • Financial Freedom Roadmap
    • Savings Report - "Am I Saving Enough to Hit My Goals?"
    • Investment Review and Strategy Recommendations
    • Current Employer 401(k) Investment Analysis + Reallocation
    • Debt + Credit Analysis to Find Savings
    • Access to ALL Premium Financial Courses
    • Elements App to Continuously Track Net Worth Progress
    • 100+ Expert Money Guides to Make Confident Money Decisions

  • DIY Financial Plan

    1,000$
     
    Your hard work with our expert guidance. Access to all our money courses and tools with our recommended sequence of steps to take to plan and execute your shortest path to financial freedom.
     
    • Immediate Access to ALL Money Courses
    • Suggested Sequence to Get Financially Healthy
    • Systems to Stay in Peak Financial Health
    • Elements App to Continuously Track Progress & Health
    • Top 5 Money Guides to Make Confident Financial Decisions

  • Premium Plan + Invest

    800$
    Every month
    Our highest level of customized comprehensive service for high net worth families.
     
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