Pricing 

   (founder's pricing Through & Including 2/28/2026)

 

Family- Base Plan (Planning Materials): $300 per year.  Seniors would sign up for one year, juniors would sign up for two years. These are flat fees and not prorated.

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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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 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 or are starting with community college.

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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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