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Expert Help
How and Where You Need It
Elite Benefits, Regardless of Your Net Worth. Transparent Pricing.
No Long-term Contracts. No Investment Minimums. Cancel Anytime.
Foundation
150$Every monthProfessionally managed investments, a simple plan to focus on what matters most, and top tools to track, budget, and build wealth—without the overwhelm.- Clear financial plan for what to do now, next, and later
- Actively managed investment portfolio for long-term growth
- 401(k)/403(b) guidance and ongoing professional oversight
- Easily track spending, net worth, goals with MonarchMoney
- Build a full legal estate plan—wills, trusts, POA, and more
- Access top savings rates + low-cost loan marketplace
- Annual portfolio strategy meeting to review your plan
- Learn anytime with expert guides, tools, and checklists
Flourish
625$Every monthFor high earners and self-employed pros ready to turn income into financial freedom — with a custom plan, tax strategies, and a dedicated advisor to guide you through every money decision.- Foundations features—plus deeper strategy + support:
- Accountability system + direct access to your advisor
- Plan your life from vague to vivid—values, vision, goals
- Cash flow system to easily track every dollar, every month
- Custom tax plan built to lower your lifetime taxes
- Access portfolio lending: lowest rates + flexible terms
- Full insurance review: life, health, disability & more
- Equity comp strategy for RSUs, ISOs, ESPPs & more
- Secure your finances with a digital audit & cleanup
- Strategic support for small businesses + self employed
Freedom
1,250$Every monthFor thriving families, retirees, and entrepreneurs who want a personal family office—built to simplify your entire financial world with expert care and concierge-level service.- Includes all features from Flourish, with full support
- Direct call or text access to your personal advisor
- Full retirement plan, withdrawal strategy, and RMDs
- Concierge cash flow monitoring and management
- Advanced tax strategy planning with CPA coordination
- Advanced estate planning and coordination with experts
- Access to top-tier alternative investments + private equity
- White-glove setup + support for your financial tech tools
- Business strategy, valuation, succession, and exits
- Legacy planning with tools and education for family
We help you get the most out of life with your money.
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Feel more confident in my money
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Have more time to spend with my family
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Find peace of mind in my financial future
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