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A Trusted Partner
For Every Stage of Wealth
Foundation builds clarity. Flourish adds structure. Freedom coordinates complexity.
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)
- Annual investment strategy session
- Real-time wealth app: net worth, cash flow, goals
- 6 months of guided Monarch cash flow coaching
- Premium savings: +0.25% rate boost, $6M FDIC
- Expert financial planning courses (DIY library)
- Goal automation: make hitting goals effortless
- Additional advisor time available at hourly rates
Flourish
325$Every monthHigh income doesn't automatically mean wealth. We give you a dynamic plan, a quarterly system to find and fix financial gaps, and a coach to keep you moving forward on what matters most.- Everything in Foundation, plus:
- Freedom Map: dynamic plan — now, next & later
- Freedom Score: track your financial freedom #
- Quarterly 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 coordinating tax, investments, business, and legacy across a team of specialsits with a singular goal: your freedom.- Everything in Flourish, plus:
- Dedicated advisor: weekly access (15/30/60 min)
- Vetted alternatives: private equity, real estate
- Synthetic financing: flexible, low-cost lending
- Tax strategy guidance + implementation coordination
- Personal tax prep + filing (Form 1040)
- 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
Frequently Asked Questions (FAQ)
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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