Advisor ProPricing
One plan for the whole picture, Plus for connected accounts.
Paid plans bill monthly and cancel any time from inside your account. Prices are shown before you enter a card.
Full plan MOST POPULAR
Billed monthly- Enter your accounts, income, expenses and goals
- Year-by-year projection of your plan
- All 28 calculators
- Your plan page: where your money is headed and whether you’re on track
- Financial health checkup and net worth
Plus
Coming soon- Everything in Full plan
- Connect your bank and investment accounts; balances stay current
- Monte Carlo, One-Page Plan and Human Life Value
Questions
Is this financial advice?No. Advisor Pro is software and education. It shows you your own numbers and what the math says. If you want advice, ask for an advisor from inside the app.
Do I need to talk to anyone?No. Sign up, enter your numbers, and use it. Nobody calls unless you ask.
Can I cancel?Yes, any time, from inside your account. What you entered stays.
What does Plus connect?Your bank and investment accounts, through the bank’s own sign-in. Your bank password never reaches us; balances stay current on their own.