​Choose the Support That Fits Your Family
​Start with a one-time plan, then pick the monthly support level that works best for your needs after your first session.

Basic Plan
​
$65/month
30-min session/month
​Monthly resource updates
No chat

Premium Plan
​
$115/month
60-min session/month
​Monthly resource updates
Text chat (48 hr response)
​​

Elite Plan
$195/month
2 x 60-min sessions/month
​Resource updates
Priority chat (24 hr response)
Priority scheduling
Custom tools & follow-through​
Compare Plans
Plan Name | Number of Live Sessions | Customized Action Plan | Advisor Chat Support | Priority Scheduling | Best For |
|---|---|---|---|---|---|
Basic Plan | 1 x 30 min/month | Yes | No | No | Light, occasional support |
Premium Plan | 1 x 60 min/month | Yes | Yes | No | Monthly check-ins |
Elite Plan | Up to 2 x 60 min/month | Yes | Yes | Yes | High-touch, ongoing needs |
FAQs
Q: Do I have to sign up for a membership? A: Nope! You can start with just the one-time planning session. If you decide you'd like continued support, your advisor will help you choose the right plan. Q: What if I only need occasional help? A: Our one-time session is a great fit for families who want expert guidance without a monthly commitment. Q: Can I cancel anytime? A: Yes! There's no long-term contract. You can cancel or pause your monthly membership at any time. Q: What's included in the chat support? A: Chat support means you can message your advisor between sessions for quick questions or guidance. Q: Can I change my plan later? A: Absolutely. Upgrade or downgrade any time based on your needs.
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