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Choose your pricing plan
Foundation
150$Every monthStart smart. Professional investment management, expert planning courses to build your knowledge, and tools that track your wealth and put achieving your financial goals on autopilot.- Professional portfolio management (no minimum)
- 401(k)/403(b) professional management
- Annual investment strategy session
- Real-time wealth app: net worth, cash flow, goals
- Premium savings: +0.25% rate boost, $6M FDIC
- Expert financial planning courses (DIY library)
- Goal automation: make hitting goals effortless
- 6 months of guided Monarch cash flow coaching
- Additional advisor time available at hourly rates
Flourish
325$Every monthHigh income doesn't automatically mean wealth. We give you a dynamic plan, a proven quarterly system to find and fix every financial gap, and a coach to keep you moving forward.- Everything in Foundation, plus:
- Freedom Map: dynamic plan — now, next & later
- Freedom Score: track your financial freedom #
- Monthly office hours: 15 or 30 min coaching
- Quarterly deep-dives: find + fix financial gaps
- Cash flow system: managed in minutes a month
- Tax guidance: HSA, IRA, Roth, equity comp
- Equity comp planning: RSUs, ISOs, ESPPs
- State-specific estate plan: wills, trusts, POA
- Full insurance review
- Debt strategy: pay smarter, build faster
- Digital security audit + financial vault
Freedom
1,500$Every monthYour wealth is complex. Your team shouldn't be. One dedicated advisor leads a specialist team — coordinating tax, investments, business, and legacy with a singular goal: your freedom.- Everything in Flourish, plus:
- Tax strategy office: built to cut your #1 expense
- Custom tax plan: stacked strategies, real savings
- Personal tax prep + filing (Form 1040)
- Dedicated advisor: weekly access (15/30/60 min)
- Vetted alternatives: private equity, real estate
- Synthetic financing: flexible, lowest-cost lending
- Retirement income strategy & RMD coordination
- Business & succession planning
- Advanced estate & trust coordination
- Charitable & donor-advised fund planning
- Coordinated expert network: legal, tax, bookkeeping
- Custom automated cash flow system
- White-glove tech setup + integration
- Family access for qualifying children
Flourish Legacy
625$Every monthFor high earners, self-employed pros, and retirees ready for advanced planning—with a custom plan, proactive tax strategies, and quarterly coaching + accountability to stay on track with confidence.- Foundations features—plus deeper strategy + support
- Quarterly strategy sessions: cash flow, tax, estate, risk...
- Stay on track with advisor-led reminders + coaching
- Tax strategy guidance to lower lifetime taxes
- (Add-on) Tax prep + filing + implemetation
- Retirement strategy: income, SS, healthcare, RMDs
- Cash-flow system: manage money in minutes a month
- Maximize equity comp: RSUs, ISOs, ESPPs + more
- Premium savings: higher yields (+0.25%), up to $6M FDIC
- Debt strategy: pay smarter, save more
- Lowest-rate, flexible portfolio lending
- Full insurance review: life, health, disability, auto
- Digital security audit + cleanup
- Expert guidance for self-employed clients
Full Plan
15,000$Five meetings combined with expert advice for total transformation. An actionable plan to improve every aspect of your financial life. Plus, lifetime access to courses and tools to stay on track.- 5 Meetings
- Prioritized Action Plan of All Recommendations
- Full 88-Point Assessment Across the 10 Pillars of Money
- Track Budget + Net Worth (6 Months Access to Monarch Money)
- Cash Reserve Planning with HY Savings (4.25% APY, $5M FDIC)
- Freedom Number (The Net Worth That Makes Work Optional)
- Freedom Roadmap (Savings, Growth, Time to Financial Freedom)
- Investment Review and Strategy Recommendations
- Investing Allocation Review (What to Invest In and How Much)
- Investing Location Plan (Taxable, Deferred, Tax-free)
- 401(k) Review and Optimization
- Estate Plan (Will, Living Trust, Power of Attorney)
- Debt Payoff Plan
- Liability Scanning, Refinancing + Optimizing for Savings
- Credit Optimization Coaching
- Unlimited Access to All Financial Courses
- 200+ Expert Money Guides to Make Confident Money Decisions
- Customized Budget (Precisely Manage in Minutes a Month)
- Spending Analysis & Detailed Reports (2 Years)
- Automatic Cash Flow Savings + Investment System
- Tailored Tax Strategy to Pay Lowest Tax Legally Allowable
- Tax Playbook (Implementation Guides, Tax Code + Case Law)
- ROI Report (1st Year Savings + 10 Year Total Savings)
- Analysis of Most Recent 1040 + All Schedules + Forms
- Analysis of 2 Prior Returns for Retroactive Savings
- Exhaustive Tax Analysis (1500+ Strategies Fed/State)
- Tax Strategies (W2, Self-Employed, Biz, Real Estate)
- Trusted Partners for Strategy Execution + Annual Filings
- Legal Code Support of Every Tax Strategy
- Insurance Analysis (Life, Health, Disability, Umbrella...)
- Equity Compensation (ISO, NSO, RSU, RSA, ESPP)
- Employer Group Benefits Review
- Family Support + Education
- Business Planning (Cash Flow, Strategy, Succession)
Foundation Legacy
150$Every monthFor emerging wealth builders who want to start smart —professionally managed investing, a clear plan to grow wealth, and powerful tools to track, budget, and confidently stay on course toward freedom.- Professional portfolio management (no minimum)
- 401(k)/403(b) professional management
- Annual strategy session
- Cash flow + net worth dashboard
- State-specific estate plan: wills, trusts, POA, guardianship
- Secure family financial vault with emergency access
- Premium saving accounts — no fees, no minimums, +0.25% Boost
- Master money with expert courses + tools anytime
Foundation Plan
3,500$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
- Prioritized Action Plan of All Recommendations
- Full 88-Point Assessment Across the 10 Pillars of Money
- Track Budget + Net Worth (3 Months Access to Monarch Money)
- Cash Reserve Planning with HY Savings (4.25% APY, $5M FDIC)
- Freedom Number (Net Worth That Makes Work Optional)
- Freedom Roadmap (Savings, Growth, Time to Financial Freedom)
- Investment Review and Strategy Recommendations
- Investing Allocation Review (What to Invest In and How Much)
- Investing Location Plan (Taxable, Deferred, Tax-free)
- 401(k) Review and Optimization
- Estate Plan (Will, Living Trust, Power of Attorney)
- Debt Payoff Plan
- Liability Scanning, Refinancing + Optimizing for Savings
- Credit Optimization Coaching
- Unlimited Access to All Financial Courses
- 200+ Expert Money Guides to Make Confident Money Decisions
Freedom (Prior)
3,125$Every monthFor families with complex wealth who want a concierge service and one trusted advisor to save time and expertly manage tax, investing, business, and legacy planning for true freedom.- All Flourish features — with full support + concierge care
- Direct, priority access to your personal advisor
- Advanced tax saving strategies + full implementation
- Tax prep + filing included (personal + business)
- Tax audit defense included (up to $1M coverage)
- Exclusive access to alternatives & private equity
- Advanced estate planning + trust services
- Business planning: cash flow, strategy + succession
- Concierge cash flow monitoring + management
- White-glove setup + support for your financial tech
- Car buying service: your dream car, zero stress
- Legacy planning with family education + governance
- Family access: heirs included in investments + tools
- Family billing: heirs share your AUM discount
- Mobile notary for estate + business docs
- Business 401(k) design + management (separate service)
- Charitable portfolio management (DAFs, foundations, gifting)
- Exclusive lending solutions for HNW families
- (Add On) Specialist network bookkeeping, payroll, legal, tax
Total Tax Plan
4,500$Exhaustive personalized tax strategy using 1,500+ strategies for high earners, business owners, and investors to minimize taxes. Our expert plans typically deliver a minimum 4x ROI in year one alone.- 2 Meetings
- Tailored Tax Strategy to Pay Lowest Tax Legally Allowable
- Tax Playbook (Implementation Guides, Tax Code + Case Law)
- ROI Report (1st Year Savings + 10 Year Total Savings)
- Analysis of Most Recent 1040 + All Schedules + Forms
- Analysis of 2 Prior Returns for Retroactive Savings
- Advanced Strategies for High Earning W2 Employees
- Advanced Strategies for Self-Employed
- Advanced Strategies for Business Owners
- Advanced Strategies for Real Estate Investors + Professional
- Lifetime Access to All Tax Courses + Resources
- Trusted Partners for Strategy Execution + Annual Filings
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