Simple, transparent subscription pricing

Our $250/month subscription covers all regular consultations, messaging support, and access to your dedicated planner—no hidden fees or unexpected costs. You’ll know exactly what you’re paying each month, making it easier to plan ahead and focus on your financial journey. There are no long-term contracts, and you can adjust or pause your subscription at any time from your account dashboard. Payment is due monthly on your chosen date. Our service is fully fee-based, so you can trust that our recommendations are focused on your needs, not commissions. Results may vary depending on individual circumstances and needs. If you have questions about what’s included, our team is here to help clarify any details.

Meet your planning team

Our experienced professionals are here to support your monthly journey.

Jordan Ellis

Jordan Ellis

Lead Planner

10 years
New York

Skills

Consulting Analysis Listening Strategy

Jordan brings a decade of experience in financial planning, focusing on ongoing support and practical advice for clients.

Recognition

Planner of Year

Experience

10 years

Taylor Brooks

Taylor Brooks

Client Advisor

8 years
Atlanta

Skills

Communication Support Adaptability Organization

Taylor specializes in building strong client relationships and ensuring every subscriber receives tailored guidance.

Teamwork

Strong team

Trusted

Client trust

Morgan Patel

Morgan Patel

Support Specialist

6 years
San Francisco

Skills

Problem-solving Follow-up Empathy Efficiency

Morgan ensures clients always have access to the help they need, supporting smooth communication and timely responses.

Service

Client support

Reliability

Consistent help

Alex Kim

Alex Kim

Planning Associate

5 years
Seattle

Skills

Detail Scheduling Documentation Flexibility

Alex manages scheduling and documentation, making sure monthly sessions are seamless and all your questions are addressed.

Scheduling

Timely meetings

Documentation

Organized records

How our subscription works

A clear process ensures you always know what to expect every month.

1

Sign up online easily

Complete your registration and set your monthly payment date—no paperwork required.

Our team reaches out with next steps.

2

Book your first session

You’ll receive a scheduling link to reserve your consultation at a convenient time.

Flexible rescheduling is always available.

3

Meet your dedicated planner

Each month, discuss your current questions and explore next steps together.

Ongoing messaging support is included.

4

Adjust as needed

Pause, update, or restart your subscription anytime from your dashboard.

No long-term contract or cancellation fees.

Subscription plans and pricing

Flat-rate subscription for transparent, ongoing planning support.

Popular

Standard Plan

Monthly consultation and support

$250.00
per month
  • One monthly session included
  • Unlimited messaging support
  • Dedicated planner access
  • Flexible scheduling options

Family Plan

Support for couples or families

$320.00
per month
  • Monthly session for two
  • Shared planner access
  • Family goal check-ins
  • Flexible scheduling

Premium Plan

Extra session each month

$340.00
per month
  • Two monthly sessions
  • Priority scheduling
  • Expanded support
  • Personalized follow-up

Results may vary depending on your needs and circumstances.

How we compare

Features pyraliventos Others
Flat monthly fee
Dedicated planner access
Transparent pricing
No long-term contracts
Ongoing messaging support
Flexible scheduling