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Choose your pricing plan

  • Flourish

    625$
    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 - The Shortest Path to Your Goals
    • Freedom Number (Net Worth That Makes Work Optional)
    • Freedom Roadmap (Savings, Growth, Time to Financial Freedom)
    • Customized Budget (Precisely Manage in Minutes a Month)
    • Automatic Cash Flow Savings + Investment System
    • Cash Reserve Planning with HY Savings (4.25% APY, $5M FDIC)
    • Personalized Task Dashboard with Accountability Reminders
    • 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)
    • Exhaustive Tax Analysis (1500+ Strategies Fed/State)
    • Analysis of Most Recent 1040 + All Schedules + Forms
    • Tax Analysis of 2 Prior Returns for Retroactive Savings
    • Tax Strategies (W2, Self-Employed, Biz, Real Estate)
    • Estate Plan (Will, Living Trust, Power of Attorney)
    • Values, Vision and Goals Planning
    • Synthetic Portfolio Lending: Lowest Rates + Flexible Terms
    • Debt Payoff Plan
    • Liability Scanning, Refinancing + Optimizing for Savings
    • Credit Optimization Coaching
    • Insurance Planning (Life, Health, Disability, Umbrella...)
    • Equity Compensation (ISO, NSO, RSU, RSA, ESPP)
    • Employer Group Benefits Review
    • Family Support + Education Planning
    • Retirement Planning
    • Business Planning (Cash Flow, Strategy, Succession)
    • Digital Account Security Audit + Organization
    • Unlimited Access to All Financial Courses
    • 200+ Expert Money Guides to Make Confident Money Decisions
    • Active Investment Management
    • 401(k) Review and Optimization
    • Alternative Investments (Real Estate, Private Equity...)
    • Customized Portfolio Tax Management
    • Charitable Portfolio Management (DAF)
    • Secure Third-Party Custodians (Schwab + Altruist)

  • Full Plan

    8,500$
     
    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

    150$
    Every month
    Data-driven portfolio management using proven strategies that built our millions.
     
    • Active Investment Management with a Growth Objective
    • 401(k) Review and Optimization
    • Annual Portfolio Review Meeting
    • Customized Portfolio Tax Management
    • Unlimited Access to All Financial Courses
    • Access to the "Investor MBA Course"
    • Access to High-Yield Savings Accounts - 4.25% APY, $5M+ FDIC
    • 200+ Expert Money Guides to Make Confident Money Decisions
    • Secure Third-Party Custodians (Schwab + Altruist)

  • Foundation Plan

    2,500$
     
    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

  • Premium Plan + Invest

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

    • Freedom

      1,250$
      Every month
       
      • Everything in "Foundations" + "Flourish", Plus:
      • Business Lending + Financing
      • Business Planning (Exit, Strategy, Cash Flow)
      • Retirement Planning
      • Retirement Spend Down Plan
      • Legacy Planning
      • Charitable Investments
      • Concierge Services
      • Annual Tax Filing Service
      • Tax Planning (Advanced)

    • Total Tax Plan

      3,000$
       
      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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