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Choose your pricing plan
Thrive Planning + Investing
500$Every monthEverything 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 month14 day free trialFull Plan
10,000$Valid for 3 months
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