Flexible Subscription
Simple Pricing
Our financial planning subscription is designed for individuals who want consistent, professional guidance without complicated fee structures. For $250 per month, you receive regular consultations, personalized support, and transparent services—no hidden charges or commissions apply. The subscription renews monthly, with the flexibility to cancel at the end of any billing period. All fees are clearly stated in advance, and you’ll always know what to expect. Please note: Results may vary and this service does not guarantee specific financial outcomes. For additional details on what’s included, see the plan comparison below.
Meet Our Team
Experts dedicated to ongoing planning support
Alicia Turner
Lead Consultant
MBA in Finance Columbia University
Harbor Advisors
Key Skills
Methods
Achievements
Developed client-centric subscription model
Recognized for excellence in service
Certifications
Alicia brings over a decade of experience in financial planning, specializing in individualized strategies and ongoing client support.
Alicia is known for her commitment to transparent communication and long-term client relationships. She focuses on providing ongoing support and clarity for subscribers.
Marcus Gray
Senior Advisor
MS in Financial Services Boston College
Summit Wealth Group
Key Skills
Methods
Achievements
Led team training initiatives
Awarded for client retention
Certifications
Marcus has extensive experience supporting clients through complex financial transitions and is dedicated to ongoing education in the field.
Marcus emphasizes adaptability in his approach, helping clients address evolving needs with regular check-ins. His expertise ensures subscribers receive attentive, consistent guidance.
Sophia Lin
Planning Specialist
BA in Economics UCLA
Insight Planning
Key Skills
Methods
Achievements
Streamlined client onboarding process
Praised for clarity in communication
Certifications
Sophia specializes in helping clients clarify their financial priorities, with a focus on proactive adjustments as needs develop.
Sophia is dedicated to making financial planning approachable and actionable. She ensures each session is focused on your unique situation and goals.
David Chen
Client Services Manager
BS in Business Administration NYU
Evergreen Services
Key Skills
Methods
Achievements
Enhanced client response protocols
Improved scheduling efficiency
Certifications
David coordinates client communications and supports the planning team in delivering timely, accurate service to all subscribers.
David’s focus is on delivering prompt, helpful responses to all subscriber requests. He works closely with the team to ensure every client feels supported and valued.
Your Subscription Process
Experience a streamlined approach to monthly planning, designed for clarity and ongoing support from our team of professionals.
At Subscription Start
Initial Consultation
Begin with a comprehensive session to review your current financial situation and establish clear priorities for your subscription period.
Goal Clarity
Set clear objectives for your planning journey.
Trust Building
Establish a collaborative working relationship.
Month 1 and Ongoing
Regular Planning Sessions
Participate in scheduled monthly meetings to review your progress, address new questions, and make adjustments as your needs evolve.
Consistent Support
Ongoing access to consultations each month.
Adaptive Planning
Adjust recommendations as circumstances shift.
Throughout Subscription
Direct Communication
Stay connected between sessions for timely responses to your inquiries. Access support whenever you have questions or require documentation.
Accessible Help
Quick responses to your questions.
Confidentiality
All communications remain private.
Anytime
Subscription Flexibility
Update, pause, or cancel your subscription at the end of any billing cycle to suit your changing needs. Results may vary for each subscriber.
Flexible Terms
Adjust or end your subscription as needed.
Transparent Process
Clear information about your options.
Subscription Plans
Simple, transparent monthly pricing
Standard
Core subscription with monthly sessions
Flat monthly fee
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Ongoing consultations
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Personalized support
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Monthly planning reviews
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Transparent pricing
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No extra charges
Plus
All Standard features plus priority booking
Priority access plan
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All Standard benefits
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Priority scheduling
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Direct messaging
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Extra session flexibility
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Personalized reminders
Premium
Enhanced support and additional sessions
Expanded support plan
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All Plus features
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Additional monthly session
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Detailed plan reviews
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Direct document uploads
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Priority response
Compare Plan Benefits and Features
See how our subscription stands apart from traditional financial planning services