Clear and simple financial planning subscription
Transparent monthly fee
Our service is designed to provide ongoing financial planning support for a flat $250 per month. There are no extra charges, hidden costs, or long-term contracts. You pay one straightforward fee for regular consultations and access to our online platform.
Service is not a guarantee of future results. Results may vary.
Meet your planners
A skilled team dedicated to your needs
Lucy Evans
Lead Planner
Focus
Consultations
Skills
Lucy leads our planning process with a decade of experience in client consultations and analytical reviews.
David Green
Senior Planner
Focus
Analytical support
Skills
David blends analytical insight with a client-focused attitude, supporting ongoing reviews for subscribers.
Priya Singh
Planner
Focus
Ongoing reviews
Skills
Priya ensures every client receives timely support and clear follow-up after each consultation.
Tom Walker
Client Support
Focus
Client onboarding
Skills
Tom helps new subscribers settle in and manages the client platform’s secure environment.
How our subscription works
From your first payment to ongoing support, our process is designed for transparency and convenience. Each step delivers personal attention and guidance, so you always know where you stand and what to expect next.
Start your subscription
Complete the sign-up and make your first payment to activate your subscription. We’ll create your secure client portal and send login instructions by email.
Your goals
Establish your account and begin your journey.
What we do
We set up your personal portal and verify your details. Our team is available for any onboarding questions you may have.
How we do it
We use encrypted technology to keep your information safe and provide an easy-to-navigate portal.
Our tools
Secure portal, encrypted email, support team
What you receive
Access credentials, welcome guide, support details
Schedule your first consultation
Book your initial meeting with your dedicated planner through the portal at a time that works for you.
Your goals
Connect with your planner and discuss your current needs.
What we do
We arrange a video or phone consultation and gather relevant information to personalise the session.
How we do it
Flexible scheduling and clear communication ensure you’re prepared for your first session.
Our tools
Online booking, video/phone meeting
What you receive
Confirmed meeting, checklist, introductory summary
Ongoing reviews and support
Receive regular consultations and analytical reviews to track progress, discuss questions, and adjust your plan as needed.
Your goals
Maintain momentum and adapt as circumstances change.
What we do
Our planners monitor your situation and offer guidance when opportunities or challenges arise.
How we do it
We use structured reviews and direct communication to keep your planning process clear and manageable.
Our tools
Consultation notes, secure messaging, regular updates
What you receive
Review summaries, action points, updated guidance
Secure data and privacy
Your sensitive information is protected at every step with advanced security measures and privacy protocols.
Your goals
Safeguard your data and ensure peace of mind.
What we do
We follow industry standards for encryption and access control, so only authorised staff can view your details.
How we do it
Regular security reviews and compliance checks are part of our process.
Our tools
Encryption, access control, compliance checks
What you receive
Privacy policy, security overview, support contacts
Subscription plans
Simple pricing, no surprises
Standard
Ideal for individuals seeking ongoing financial guidance and support.
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All consultations included
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Monthly reviews
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Secure client portal
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Transparent subscription fee
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No setup charges
Family
Support for families seeking joint planning and ongoing reviews.
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Joint consultations
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Monthly family reviews
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Secure family portal
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Transparent fee
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No setup charges
Business
Designed for small businesses needing regular planning consultations.
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All consultations included
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Priority scheduling
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Team access
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Monthly reviews
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Secure portal
Compare our subscription options
| Features | Standard plan | Business plan | Family plan |
|---|---|---|---|
| All consultations included | Yes | Yes | Yes |
| Monthly reviews | Yes | Yes | Yes |
| Secure client portal | Yes | Yes | Yes |
| Team access | No | Yes | No |
| Joint consultations | No | No | Yes |
| Priority scheduling | No | Yes | No |