Membership Plans Designed for Your Financial Growth

Foundation
Plan

For individuals who need structure, clarity, and essential financial guidance

Price:
$149/month
$1,609 annual (10% discount)

Includes:

  • One-on-one onboarding assessment

  • Personalized spending optimization plan

  • Monthly financial coaching session

  • Cash-flow analysis & goal setting

  • Access to on-demand financial literacy library

  • Member-only newsletters & insights

  • Email support (48–72hr response time)

Best For:
Individuals beginning their financial wellness journey who want ongoing support without the complexity of tax or investment planning.

Let's Get Started

Strategy
Plan

For high earners and business owners ready to reduce taxes, improve efficiency, and accelerate wealth-building

Price:
$349/month
$4, 104 annual (7% Discount)

Includes everything in Foundation, plus:

  • Complete personalized tax strategy plan

  • Quarterly tax optimization sessions

  • Customized cash-flow & spending blueprint

  • Semi-annual wealth strategy review

  • Business & incorporation strategy guidance (if applicable)

  • Access to curated private-market opportunities

  • Priority scheduling & advisory access

  • Email support (24–48hr response)

Best For:
Professionals and entrepreneurs seeking structure, tax savings, and access to investment strategy support.

Let's Get Started

Private Capital
Membership

For clients seeking white-glove financial management, tax minimization, and exclusive private investment access

Price:
$749+/month
$8,438.60 Annual (5% Discount)

Includes everything in Strategy, plus:

  • Unlimited financial coaching sessions (as needed)

  • Executive-level tax planning & proactive quarterly reviews

  • Customized wealth-building roadmap (12-month projection)

  • Full operational & financial optimization audit

  • First-access to exclusive private investments & SPV opportunities

  • Concierge-style advisor access (text + priority booking)

  • Annual in-person strategy meeting (or virtual equivalent)

  • Dedicated advisor relationship with personalized analytics reporting

Best For:
High-income individuals, founders, and investors seeking comprehensive, premium financial strategy with hands-on support and private-market access.

Let's Get Started