What is the difference between an annual and monthly plan?

The main differences between our monthly and annual membership plans are cost savings and additional benefits. Our monthly plan costs $12.99 per month. Alternatively, our annual membership is more economical at $8.25 per month, which totals to $99 when billed annually. This represents a 35% savings compared to the monthly plan. Additionally, with the annual plan, you receive 30% off our premium services, including estate plans and meetings with a Certified Financial Planner (CFP®) professional. This plan is ideal if you're looking for both a long-term investment in our services and more comprehensive financial management tools at a lower overall cost.

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