Pricing
Pricing
Review service pricing and plan options.
Pricing
Three plans. Cancel any time.
Loan and insurance quotes are always free. The subscription covers ongoing advice and coordination.
Foundation
$0/mo
For clients using us for a single loan or insurance policy. Advice is transactional.
- Free loan & insurance quotes
- Single-service consultation
- Secure document portal
- Email support, 24-hr response
- Annual policy/loan review
Most chosen
Coordinated
$89/mo
For households that want loans, insurance, and investments working together.
- Everything in Foundation
- Dedicated 3-person advisor team
- Investment management, 0.65% AUM
- Annual tax-loss harvesting
- Quarterly reviews + annual replan
- 4-hour message response, 24/7 portal
Concierge
$399/mo
For complex households ($2M+ net worth, business owners, multi-state tax).
- Everything in Coordinated
- Lead advisor + CPA + estate attorney
- Investment AUM drops to 0.45%
- Monthly tax coordination calls
- Estate document review & updates
- 2-hour response, dedicated line