Pricing & Packages
Transparent Plans, No Surprises
Choose the level of partnership that fits your financial stage — upgrade or downgrade anytime.
Starter
For individuals building their foundation.
$0/month
- Free 30-min discovery call
- Basic loan pre-qualification
- Insurance quote comparison
- Investment account opening
- Digital dashboard access
- Email support (48h response)
Most Popular
Wealth Builder
For households serious about growth.
$149/month
- Everything in Starter
- Dedicated CFP® advisor
- Quarterly strategy reviews
- Tax-loss harvesting
- Insurance coverage audit
- Phone & chat support (4h)
- Estate document review
Legacy
For high-net-worth orchestration.
$499/month
- Everything in Builder
- Full wealth team (3 specialists)
- Monthly strategy sessions
- Private market access
- CPA & attorney coordination
- 24/7 priority support
- Trust & estate architecture
- Multi-generational planning