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Choose your pricing plan

  • 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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