Both plans provide proactive account monitoring and access to our team of CFP® professionals and licensed financial experts. 

The Plus plan provides one annual consult per calendar year with a member of our team of CFP® professionals and licensed financial experts. This plan costs .40% annually and has a minimum balance requirement of $100,000. 

If you think you’d need more than one 45 minute financial consultation per year or have complex financial planning needs, the “Premium” plan allows for unlimited calls, costs just .50% annually and has a minimum balance requirement of $100,000. 

If you’re not sure, you can start on the “Plus” plan and receive your one annual consultation. You can always switch between the two at anytime on the site.