Pricing
Flat-fee financial planning.
Licensed CPAs and CFPs. Unlimited access.
30-day money-back guarantee.
Core
For individuals building wealth
$2,000/year
- Modern tax and financial insights on day 1
- Advanced tax strategies
- Equity optimization and planning
- Retirement forecasting and planning
- Crypto ready with CoinTracker integration
- Unlimited advisor access
Plus
PopularFor families
$3,500/year
Everything in Core, plus:
- Family access for you and your partner
- Professional tax filingUp to 2 individual returns (Federal + 1 state each)
- Year-round proactive tax projections
- Charitable giving optimization
Ultra
For founders and complex situations
$6,000/year
Everything in Plus, plus:
- Complex tax planning and filingMulti-state, Schedule C, K-1s
- Advanced equity strategiesQSBS, 83(b), early exercise
- Estate coordination and legacy planning
- Priority advisor access with faster SLA
- Business entity structuring guidance
Plans
Compare plans
Core
Plus
Ultra
Financial Planning
Net worth tracking
Cash flow analysis
Retirement forecasting
Equity comp planning
Charitable giving strategy
Estate coordination
Tax
Year-round tax projections
Advanced tax strategies
Crypto support
Professional tax filing
Up to 2 returns
Complex returns
Multi-state returns
K-1 and Schedule C
QSBS and 83(b) filing
Access & Support
Unlimited advisor access
Family access
Priority SLA
30-day money-back guarantee
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