Pricing 

   (founder's pricing Through & Including January 11, 2026)

 

Family- Base Plan (Planning Materials): $300 per year.  Designed for junior high/middle school through the end of high school or community college. Please contact us first if you fall into the Early Years category of birth through 6th grade.

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Family - Expanded Plan (Planning Materials): $800.  8th grade through and including the summer following senior year. Best option if you start early, have multiple students starting college over several years, and/or materials are updated.  This is a flat fee and not prorated.​

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Family - Consultation (Hourly Rate to Review & Complete Materials): Custom Quote.

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Family - Personalized Financial Plan for Teens:  Custom Quote. Limited spots available.  Currently accepting juniors and seniors only but do inquire as that is subject to change based on availability.  15-30 minute complimentary consultation required. 

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Large Groups (such as schools, counselors, financial advisors & firms, RIAs, charitable organizations, and other businesses / organizations): Custom Quote.

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