Ongoing Financial Planning
Aster Plan $150/Month
Meet with a planner as frequently as quarterly to get personalized financial advice and support. You will also gain access to financial planning software and a library of videos around personal and business planning. This is a popular choice for people who have average complexity and want accountability and guidance planning for college, retirement, and other life goals.
Chicory Plan $250/Month
With this package, you'll get everything in the Aster plan plus: in depth support with company stock plans, student loan repayment/forgiveness, tax planning and other relevant planning topics. This is a great plan for small business owners and clients that need additional support with complex topics.