Choose Your Financial Plan
Join thousands who have transformed their financial future with our comprehensive planning solutions.
FOUNDATION
Getting Started
For athletes early in NIL income, first-year coaches, and educators just starting to build.
$149
per month
FREE for Educators
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Financial literacy onboarding — budgeting and NIL/1099 tax basics
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Term life insurance policy setup
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One annual planning session + digital dashboard access
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Emergency fund and debt-paydown roadmap
Join Foundation Plan
Most Popular
GROWTH
Building Momentum
For established earners with recurring NIL deals or steady coaching/teaching income.
$349
per month
Grow, Protect and Direct Your Wealth
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Everything in Foundation, plus:
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Investment account setup with quarterly rebalancing
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Flat wrap fee — same price whether your account is $5K or $500K
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Whole life or IUL policy for cash-value growth
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NIL contract and deal review — flagging tax & liability issues
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Quarterly one-on-one strategy check-ins
Join Growth Plan
LEGACY
Protecting What You've Built
For top earners, athletic directors, and seasoned professionals building multi-generational wealth.
$749
per month
Full Concierge Access
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Everything in Growth, plus:
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Full estate plan and trust setup
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Business entity structuring (LLC formation & management)
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Family financial governance — spouse & next-generation onboarding
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Dedicated concierge access with unlimited check-ins
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Multi-generational wealth transfer & legacy planning