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Personal
For individuals seeking comprehensive wealth strategies.
$97/month
- Unlimited Secure Document Vault
- Full AI Financial Concierge Access
- Personalized Wealth Playbooks
- Tax Optimization Strategies & S-Corp Modeling
- Retirement Planning Tools
- Estate Planning Tools
- Wealth Score & Gap Analysis
- Exportable PDF Playbooks & Shareable Links
- Priority Support
Best Value
Couples
For partners building wealth together as a team.
$149/month
- Everything in Personal, plus:
- Shared Secure Document Vault for Both Partners
- Joint Financial Dashboard & Insights
- Couples Wealth Playbooks & Goal Tracking
- Shared Tax Optimization Strategies
- Combined Retirement & Estate Planning
- Family Wealth Score & Gap Analysis
- Collaborative PDF Playbooks & Shareable Links
- Priority Support for Both Partners
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