Transparent subscription pricing for ongoing planning

The first step is a thorough review of your current financial position, needs, and objectives. We discuss your goals, current arrangements, and expectations for planning support. You receive a clear outline of available services, subscription terms, the $250 monthly fee, APR rates, and all relevant disclosures. This meeting allows you to ask questions and understand how our ongoing model works before making any commitment.

Once you decide to proceed, we guide you through the subscription process, including a review of all terms, conditions, and fees. The recurring payment of $250 per month covers all standard planning consultations and reporting. You will receive documentation outlining the APR, fee structure, and how to access ongoing support. Our onboarding ensures you are comfortable with the service and know what to expect each month.

You can contact our team for planning consultations at any time, with all standard sessions included in your monthly fee. We schedule regular review meetings to ensure your plan remains aligned with your goals. Detailed reports are provided, and you will always be informed of any updates to terms or fees in advance. Our focus is on consistency and proactive communication.

Each year, we conduct a comprehensive review of your planning journey, objectives, and outcomes. This includes a transparent update of all subscription terms, APR rates, and any changes to fees. We answer your questions, assess your satisfaction, and discuss adjustments to your plan if necessary. This annual process ensures continued alignment and clarity.