We remove price as a barrier to advice!

Plans under $100, so that even if you get just one piece of actionable advice, it will be well worth it (of course, we will give much more than that!). Upgrade to review your plan with a CERTIFIED FINANCIAL PLANNER.

The Start Line

Best for savers.
$50
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Features
A discussion on your debt, including which debt to pay off, and how.
A discussion on the optimal cash balance in your bank, and why.
A breakdown of which accounts you should save into, between traditional 401(K), Roth, and brokerage accounts, as well as an explanation as to why one or more types of account are better suited to your situation.
A detailed discussion on home ownership and financing
A deep dive into your marginal tax rate and how that effects your future saving plans.
The importance of your after-tax brokerage account, in addition to your retirement accounts, and how to balance these.
Projections of your pace, and what that might mean for your future retirement readiness.
Discussion of a large company stock position, crypto, or other illiquid assets, if applicable.
And much more

The Finish Line

Best for retirees.
$99
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Features
Comprehensive cash flow projections, with appropriate discussion and explanations, as well as different scenarios to consider.
Detailed tax forecast and discussion.
Roth conversion discussion and recommendations.
Exhaustive social security analysis and discussion.
An outline of which accounts you should draw money from, and when.
A projection of Guardrails, outlining what your portfolio balance should be at different points in time, to keep you on pace.
How to prepare for the next bear market with a War Chest, and how this should be composed for you.
Important estate management tools and documents.
And much more

Anyone from the Start Line to the Finish Line can add a consultation with a CFP® for $799