Transparent pricing and clear features
Our subscription model offers a flat $250 per month fee, covering all consultations and analytical reviews. No commissions, product sales, or hidden charges—just unbiased advice and ongoing support tailored to your needs.
Meet your advisory team
Alex Chen
Senior Advisor
Alex brings more than a decade of experience in analytical financial reviews and client consultations. He is known for his thorough approach, always focusing on objective advice with an emphasis on data security and clear communication. Alex is dedicated to building trust and long-term partnerships.
Sarah Patel
Client Relationship Lead
Sarah manages client relationships, ensuring every subscriber receives consistent support and timely answers. With a background in compliance and communication, she coordinates services and maintains our commitment to transparency. Sarah values direct engagement and client confidentiality.
Mark Evans
Consultant
Mark’s expertise lies in delivering analytical insights during personal consultations. He focuses on helping clients understand market dynamics and resource allocation, making complex topics approachable. Mark is committed to providing reliable support and upholding high ethical standards.
Our process
Initial conversation
Discuss your current situation and expectations with one of our advisors to establish your needs and preferences for ongoing planning support.
Analytical review
Our advisor conducts a detailed analysis of your financial landscape, providing clear, objective feedback and identifying areas for focus.
Consultation session
Participate in a one-on-one meeting to explore options, address questions, and receive tailored recommendations.
Subscription setup
Confirm your subscription, review the terms, and gain access to regular support and analytical reviews.
Subscription options
Flat monthly rate with all features included
Standard
All consultations, reviews, and support included with no extra fees.
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Unlimited consultations
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Analytical reviews included
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No commissions ever
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Dedicated support team
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Data security protocols
Premium
Identical to Standard, but with priority response times for urgent requests.
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Priority response
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All consultations included
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Analytical reviews
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Secure document sharing
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Dedicated support team
Business
For company clients needing coordinated planning and ongoing advisory support.
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Team consultations
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Analytical reporting
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Business support
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Data privacy protocols
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No product sales
How we compare to others
See how our subscription model differs from commission-based financial planning services.