Simple, Transparent Pricing

Choose the plan that fits your practice. No hidden fees, no surprises.

Planner

Focused on planning excellence

$99/month

$999/year with annual billing

Core Features

  • 100 households
  • Lifetime projections
  • Explainer illustrations
  • Client presentation reports
  • Unlimited tax years per household
  • Unlimited planning scenarios per tax year

Strategies

  • Roth Conversion
  • Social Security Optimization
  • Strategic Contributions
  • Structured Withdrawals
  • Supplemental Income

Expansion Packs

Additional households available in blocks of 10 for $9.99/month (or $99/year)

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MOST POPULAR

Advisor

Complete tax advisory solution

$129/month

$1,299/year with annual billing

Everything in Planner, plus:

  • AI-based tax data extraction
  • AI-assisted tax return evaluation
  • IRMAA bracket considerations
  • Tax Preparation Letters
  • Client Portal

Additional Strategies

  • Charitable Giving
  • Deduction Bunching
  • Tax Harvesting
  • Business Structure

Expansion Packs

Additional households available in blocks of 10 for $12.99/month (or $129/year)

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Frequently Asked Questions

What's the difference between Planner and Advisor tiers?

The Planner tier focuses on core financial planning with lifetime projections and essential strategies. The Advisor tier adds tax advisory features like AI-assisted tax return evaluation, tax data extraction, tax preparation letters, and additional tax-centered planning strategies.

How do expansion packs work?

Both tiers include 100 households. If you need more capacity, you can purchase expansion packs in blocks of 10 additional households. Expansion packs are billed monthly ($9.99 for Planner, $12.99 for Advisor) or annually ($99 for Planner, $129 for Advisor).

Can I switch between Planner and Advisor?

Yes! You can upgrade or downgrade between tiers at any time. Changes will be reflected in your next billing cycle.

Is there a free trial?

Yes! We offer a 14-day free trial on both tiers.