Broker Check

Pricing

BASIC

Individual:   $14.99 / month

Household:  $19.99 / month

Setup Fee:    $100

  • Licensed Financial Professional Advice
  • Phone Review: Semi-Annual (15-30 minutes)
  • Email Check-In: Quarterly
  • Tools: MFG Insight


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PREMIUM

Individual:   $24.99 / month

Household:  $29.99 / month 

Setup Fee:    $150

  • Licensed Financial Professional Advice
  • Phone Review: Quarterly (15-30 minutes)
  • Email Check-In: Monthly
  • Tools: MFG Insight with more features
    • More detailed layout of future goals
    • A comprehensive customized financial plan


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Individual Price is for financial planning for one person.

Household Price is for financial planning for two people who would like their planning to be combined. (ex: You and your spouse)

Corporate Prices are available as an employee benefit upon request.

Prices are subject to change based on market conditions/inflation.