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The Wellness
Membership
Membership
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Everything you need to build your personal financial plan on your own
Personalized journey to support & motivate you in completing your financial plan
Up to four (4) private sessions with financial wellness & education experts
Judgment-free concierge service
Monthly group office hours
$1,200/year
JoinCompare to $2,500 to $9,200 with a financial advisor.
The Advice
Membership
Membership
The Wellness Membership+
Build your financial plan with a licensed advisor
Up to four (4) private sessions with your dedicated financial advisor (8 sessions total)
Advice on investments, taxes, estate planning, and other advanced topics
Discounts on third-party services
$6,800/year
WaitlistThe DIY
Membership
Membership
Access to curated educational resources
Tools to build your personal financial plan
Human-powered concierge for all of your questions
Monthly office hours
Cancel anytime
$24/month
JoinThe Wellness
Membership
Membership
The DIY Membership+
Support while you build your financial plan
Up to 4 private sessions with financial wellness & education experts
Proactive concierge to guide & hold you accountable
Annual plan only
$1,200/year
JoinThe Advice
Membership
Membership
Coming soon
Build your financial plan with a licensed advisor
Up to 6 private sessions with your dedicated advisor
Advice on investments, estate planning & other advanced topics
Annual plan only
$6,600/year
Waitlist
