AccuPlan Membership
Finally! Advice for the 99%!!
With our AccuPlan Membership you get direct access to us with an annual 1 on 1 financial review to cover the big next steps and email/text support to get guidance on small questions that come up. Along with the human side, you get technology that keeps your financial life organized.
No income, net worth or account minimums.
AccuPlan Membership - $79/month
• Annual financial plan review & refresh
• Comprehensive report card to track progress
• Personalized action items and tracking
• Unlimited email/text support
• Investment Management (optional 0.75%/year)
• Financial literacy library