A: The Standard Plan provides structured support with quarterly coaching sessions and a limited number of email inquiries each month. The Elite Plan is a more comprehensive service that includes monthly one-on-one consultations, unlimited email access, an annual investment portfolio review, priority scheduling, and access to exclusive planning tools and workshops.

A: Absolutely! You can upgrade at any time. Just reach out to our team, and we'll make the transition quick, seamless, and effective — so you can start enjoying Elite-level support right away.

A: Yes — both plans offer exclusive tax prep savings. Standard clients receive 20% off, while Elite clients enjoy an enhanced 40% discount on federal and state income tax preparation services.

A: Absolutely. Every client receives a tailored financial plan designed around their specific goals, income, spending habits, and life circumstances. Elite clients benefit from more frequent plan updates and deeper strategy sessions to stay aligned with their evolving priorities.

A: Yes, our plans require a 12-month commitment due to the significant time we invest upfront in assessing your financial health and creating a tailored strategy. You can pay monthly for flexibility or save more by choosing our annual plan.

A: Yes, there is a one-time $125 setup fee, which covers the preparation of your tax report, initial profile setup, and training on how to use our financial management platform.