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57 School Street, Fl. 2
Works best for: Savers and Investors, budgeting, families and education
Why we Started Planning+
"We started our Monthly Subscription service to encourage Transparency in the Financial
Services Business. In the same way you pay a flat-fee subscription for music or a streaming
service, you now can have the technology you need and our Education to help you grow
The Planning Software you'll use.
Trusted by thousands. We have affiliated with Royal Alliance, one of the largest independent
Broker Dealers in the world. We help service over 314 Billion dollars in assets.
According to SmartAsset
Average Financial Advisor Fees
Percentage of Assets Under Management 1% – 2% per year
Fixed Fees $1,000 – $3,000
Hourly Fees $100 – $400 per hour
1. Upon submitting your email, you will receive a reply back within 24 hours from one of our team members to help assist you in opening your account.
-You'll have to answer a few questions, it's because we are held to a fiduciary standard and will act in your best interests.
2. Once you have officially signed up, one of our team members will provide you access to RightCapital so you can begin utilizing our tools and software.
3. Begin aggregating your accounts and customizing your goals and objectives.
4. Reach out to one of our dedicated Financial Advisors who will be happy to assist and educate you.
5. Planning+ costs $25/month