Clear monthly subscription pricing explained
With our financial planning subscription, you choose from a set monthly fee between $250 and $350, with zero hidden costs. All features, APR rates, and terms are presented transparently before you commit. Our model ensures predictable budgeting, access to analytical reviews, personal advisor consultations, and ongoing practical support for your goals.
monthly fee
annual rate
retention rate
Meet your financial advisors
Our team combines years of experience in ethical financial guidance and subscription-based planning.
Sarah Thompson
Lead Advisor
Focus
Consultation reviews
Skills
Sarah helps clients navigate complex financial decisions with empathy and practical guidance.
Akash Patel
Senior Advisor
Focus
Market research
Skills
Akash is known for delivering tailored, research-driven consultations to support clear financial choices.
Rachel Greene
Advisor
Focus
Subscription planning
Skills
Rachel supports subscribers with ongoing communication and attention to unique needs.
Liam Benson
Advisor
Focus
Service reviews
Skills
Liam builds client trust through clear advice and a commitment to transparency.
How the subscription process works
We make it easy—our clear steps prioritise transparency, communication, and adaptability to your needs.
Initial consultation
Start by sharing your financial needs and aims with one of our advisors. We’ll lay out the services available and clarify all costs, APRs, and key details.
No pressure—just an open conversation and fact finding.
Service agreement
Once you’re comfortable, you’ll review and sign a client agreement outlining all fees, terms, and cancellation policies, so you know what to expect before you commit.
Everything is documented clearly for your records.
Ongoing support
Benefit from regular consultations and clear analytical reviews while your subscription is active, with access to help whenever you need it.
Contact us anytime for tailored advice or clarification.
Subscription options
Choose the plan that matches your desired level of support and consultation detail.
Essential Plan
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Personal advisor access
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Analytical market reviews
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Clear pricing disclosure
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Ongoing consultation
Comprehensive Plan
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All Essential features
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Expanded service reviews
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Priority response support
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Detailed documentation
Premium Plan
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All Comprehensive features
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Enhanced communication
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Annual service audit
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Custom analysis sessions
What makes us different
Compare our financial planning subscription to typical fee-based providers