Pricing Plans
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*You will get Premium plan access on the free trial. Charges applicable based on the plan chosen after free trial.
Billed Monthly
Billed YearlyBasic
$19
per month
1 Session with Mentor
Money Score
Financial Planning Tools
Stock Investing Strategies
Real Estate Investing Strategies
10 Mins Time Investment Per Week
Most Popular
Standard
$39
per month
Everything Included in Basic
+
1 Dedicated Mentor
Chat Conversations with Mentors
24/7 Support
30 Mins Time Investment Per Week
Pro
$79
per month
Everything Included in Standard
+
2 Dedicated Mentors
Video Conversations with Mentors
Priority Access to New Products
1-2 Hrs Time Investment Per Week
Hassle Free
0.49%
per year fees on assets
Everything Included in Pro
+
White Glove Service
Business & Career Mentoring
Tailored IPO Analysis
No Time Investment
Without Xillion*
>$400
per month
Compare Plans
Basic $19per month | Standard $39per month | Pro $79per month | Hassle Free 0.49%per year | Without Xillion* >$400per month | |
|---|---|---|---|---|---|
| Mentoring | |||||
| Dedicated Mentors | 0 | 1 | 2 | 2 | 1 |
| Chat(Text) Conversations | |||||
| Video Conversations | |||||
| CEO's Cellphone Number | |||||
| Tools | |||||
| Money Score | |||||
| Financial Independence Tool | |||||
| Home Buying Guide | |||||
| IPO Analysis | Basic | Advanced | Advanced | Advanced | |
| Optimizations | |||||
| 401(k) / Retirement | |||||
| Savings Account | |||||
| Brokerage Account | |||||
| Real Estate | |||||
| More | |||||
| Monthly Financial Report | |||||
| Pro-active Investment Alerts | |||||
| Time Investment Per Week | 1-2 hrs | 30 min | 10 min | Zero Time Investment | - |
| Early Product Access (Beta) |
*Represents the fees imposed by financial advisors for their financial services. Our assumption is based on a standard rate of 1-2% applied to a $500,000 asset portfolio, resulting in an annual fee of $5,000 or roughly $417 per month.
