World-class planning
One flat fee. 0% AUM. No hidden costs. 30-day money back guarantee.
Core
For individuals seeking strategic clarity
$1,000/year
- Realtime net worth tracking & cash flow analysis
- Automated budgeting for you and your partner
- Year-round tax projections and scenario modeling
- ISO/NSO exercise timing & RSU tax strategy
- Retirement projections & safe-withdrawal modeling
- Seamless CoinTracker integration
- Unlimited advisor access
Tax filing not included — upgrade to Growth for professional preparation & filing
Growth
For individuals who want a full service tax & planning solution
$2,000/year
Professional Tax Filing IncludedUS Federal + 1 state return
Everything in Core
- Realtime net worth tracking & cash flow analysis
- Automated budgeting for you and your partner
- Year-round tax projections and scenario modeling
- ISO/NSO exercise timing & RSU tax strategy
- Retirement projections & safe-withdrawal modeling
- Seamless CoinTracker integration
- Unlimited advisor access
Private
For business owners and complex estates
$6,000/year
Everything in Growth
- Realtime net worth tracking & cash flow analysis
- Automated budgeting for you and your partner
- Year-round tax projections and scenario modeling
- ISO/NSO exercise timing & RSU tax strategy
- Retirement projections & safe-withdrawal modeling
- Seamless CoinTracker integration
- Unlimited advisor access
Professional Tax Filing IncludedComplex multi-state & business returns
Plus
- Multi-state returns & K-1 partnership income
- Business income (Schedule C)
- QSBS, 83(b), early exercise filing
- Estate coordination
- Priority SLA
Not sure which plan is right?
Schedule a free strategy call and we'll help you find the perfect fit.
30 minutes. No obligation. No credit card required.