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​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.

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Basic Plan

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$65/month

30-min session/month

​Monthly resource updates

No chat

Pencil and notepad

Premium Plan

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$115/month

60-min session/month

​Monthly resource updates

Text chat (48 hr response)

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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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