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Pricing

The best solution, for the best price.

WealthStarter

25

$

Every Month

Best suited for recent graduates and young adults.

Saving & Investing App

Budget Bucket Creation

Automating Saving & Investing

Automated Debt Payoff

Personal Support

WealthBuilder

75

$

Every Month

Best suited for young couples and career starters.

All WealthStarter Features

Financial Monitoring App

Estate Plan Assistance

Life Insurance Assistance

Financial Freedom Check-Ins

Annual Insurance Reviews

Annual Work Benefits Reviews

Estate Planning Reviews

Tax Planning

Best Value

WealthBuilder+

$

150+

Every Month

Best suited for high earners and business owners.

All WealthBuilder Features

Prem. Work Benefits Review

Business Planning

Real Estate Planning

Investment Management

If you invest any money with us, we charge a management fee, which is based on how much you have invested with us. The more you have invested, the lower the rate of your fee.

1.00%

0.50%

Corporate Wellness

We can help your team manage their financial lives.

Assessment = Free

Get yourself a free financial assessment.

Meet with an advisor to discuss your results or get a video sent straight to your inbox. The choice is up to you.

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