Simple, Transparent Pricing
Choose the financial planning approach that fits your needs and budget. All plans include personalized consultations and ongoing support.
Individual results may vary
Past performance does not guarantee future results
Starter Plan
Perfect for getting started with financial planning
$250
per month
- One 60-minute consultation monthly
- Email support between sessions
- Basic budgeting and planning resources
- Flexible scheduling options
Management Fee: No additional fees
Additional Sessions: $95/hour
Growth Plan
Comprehensive guidance for building wealth
$450
per month
- Two 60-minute consultations monthly
- Priority email and phone support
- Advanced planning tools and resources
- Quarterly goal review sessions
- Access to exclusive planning worksheets
Management Fee: No additional fees
Additional Sessions: $85/hour
Premium Plan
Complete financial planning solution
$750
per month
- Four 60-minute consultations monthly
- Dedicated consultant and priority access
- Comprehensive planning and analysis tools
- Monthly progress reports and recommendations
- Access to specialist consultation network
- Annual financial health assessment
Management Fee: No additional fees
Additional Sessions: $75/hour
Payment Information
GST Status: All prices include applicable GST where required
Fee Structure: No hidden fees or commission-based charges
Billing: Monthly billing on the same date each month
Representative APR N/A - Subscription service% Fixed monthly pricing with no variable rates
Additional Information
- Cancel anytime with 30 days notice
- All consultations can be conducted via phone, video call, or in-person
- Individual results may vary based on personal circumstances and implementation
Common Questions
Can I change plans after subscribing?
Yes, you can upgrade or downgrade your plan with 30 days notice. Changes take effect at your next billing cycle.
What happens if I miss a scheduled consultation?
We understand life happens. Missed sessions can be rescheduled within the same billing month, subject to consultant availability.
Do you offer refunds if I'm not satisfied?
We don't offer refunds, but we're committed to working with you to address any concerns and ensure you receive value from our service.
Ready to Start Planning?
Join over 1099 clients who've discovered a smarter approach to financial planning. Past performance does not guarantee future results.
Contact Us