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
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
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.