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Pricing

Transparent pricing

Displaying your service pricing allows potential clients to quickly assess if it meets their financial needs.

Beginner

$ 15.00 / month

Perfect for first-time investors. Key features to help you start saving and investing wisely. Ideal for individuals and families.

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  • Financial planning for 2
  • Financial Management
  • No hidden fees
  • No ongoing support

Expert

$ 25.00 / month

Comprehensive tools for managing your finances. Streamline your budgeting and investment strategies with ease.

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  • Comprehensive Finance Brokerage Services
  • Access all services
  • Limited financial planning
  • Email consultations

Expert

$ 45.00 / month

Advanced solutions for high-net-worth clients. Tailored features and dedicated support for optimal financial performance.

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  • Unlimited financial advice
  • All services & features
  • Unlimited financial planning
  • 24/7 toll-free financial support