✦ Transparent Pricing

Deploy your
AI financial team

Every plan includes autonomous agent execution, real-time strategy monitoring, and a personalized financial portfolio — running 24/7 on your behalf.

🎯 Based on your assessment results, we've highlighted the best plan for your situation.
Starter
$29 /mo
 
3 AI agents
  • 3 concurrent AI agents
  • Tax optimization agent
  • Investment analysis agent
  • Monthly strategy reports
  • Cash flow management
  • Entity structuring
  • Estate & retirement planning
Elite
$299 /mo
 
All 9 AI agents
  • All 9 AI agents
  • Everything in Pro
  • All 9 agent types unlocked
  • Estate planning agent
  • Retirement planning agent
  • Insurance optimization
  • Dedicated strategy reviews

Everything included

Feature Starter Pro Elite
Agents
Concurrent AI agents 3 8 12
Tax Optimization ✓ ✓ ✓
Investment Analysis ✓ ✓ ✓
Cash Flow Management — ✓ ✓
Entity Structuring — ✓ ✓
Debt Elimination — ✓ ✓
Income Stream Optimization — ✓ ✓
Estate Planning — — ✓
Retirement Planning — — ✓
Insurance Optimization — — ✓
Reporting & Analysis
Monthly strategy reports ✓ ✓ ✓
Real-time portfolio monitoring ✓ ✓ ✓
Dedicated strategy reviews — — ✓
🔒
Cancel anytime. No lock-in.
All plans are month-to-month. Cancel from your dashboard at any time. No contracts, no setup fees, no hidden charges. Your financial data stays yours.