Transparent monthly subscription for planning
$250 per month
Our model ensures you always know what you’re paying for—$250 per month covers ongoing access to a dedicated financial planner. There are no onboarding fees or hidden charges. Results may vary and past performance doesn't guarantee future outcomes.
Meet your planning team
Experienced, professional planners dedicated to your needs.
Jordan Bennett
Lead Planner
Focus
Consultative planning
Skills
Jordan provides context-driven planning and ensures each client receives clear, actionable advice.
Certified Planner
Accredited by leading U.S. board
Experience
10+ years advising clients
Ava Martinez
Senior Consultant
Focus
Client support
Skills
Ava supports clients with regular check-ins and provides detailed follow-up for every question.
Client Advocate
Recognized for client care
Licensed
State-certified consultant
Michael Chen
Financial Specialist
Focus
Communication
Skills
Michael ensures prompt responses and helps clients understand planning details clearly.
Top Communicator
Awarded for service quality
Compliance
Strong privacy focus
Sophia Patel
Planning Analyst
Focus
Data analysis
Skills
Sophia brings a research-driven approach, supporting clients with accurate and timely insights.
Insight Leader
Known for innovative work
Data Security
Upholds privacy standards
How our subscription process works
Clear steps from sign-up through ongoing support, ensuring a seamless experience every month.
Subscribe and Schedule
Sign up online and select a time for your initial consultation. You’ll receive a welcome email with next steps and contact details.
No extra onboarding fees and easy online setup.
Initial Consultation Meeting
Meet your assigned planner to discuss your financial context and outline your planning priorities together.
This session lasts about one hour and is included in your subscription.
Personalized Plan Delivery
Your planner provides recommendations and answers questions based on your needs and evolving situation.
You’ll get timely updates and clear explanations.
Monthly Ongoing Support
We offer regular check-ins and are available for questions or review sessions throughout your subscription.
Cancel or adjust your subscription at any time.
Our subscription pricing
One plan, clear terms—no commissions, no surprises, $250 per month.
Standard Plan
Ongoing financial planning support
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Dedicated planner assigned to you
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Unlimited scheduled consultations
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No product sales or commissions
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Confidential, secure service
Couples Plan
Joint planning for two subscribers
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Two participants, one planner
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Joint and individual sessions
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No onboarding fees
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Full confidentiality for both
Business Plan
For small business owners
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Business-focused consultations
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Dedicated planner support
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No additional advisory fees
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Regular check-ins for business
All consultations and support are included in your monthly fee.
Compare subscription options
See how grelqonariv stands out against competitors in clarity and service.
grelqonariv
Transparent, fixed subscription
Transparent monthly fee
One clear price, no add-ons
No sales commissions
Advice not tied to sales
Ongoing planner access
Regular, scheduled support
Responsive communication
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Legacy Advisors
Tiered fees, add-ons
Transparent monthly fee
One clear price, no add-ons
No sales commissions
Advice not tied to sales
Ongoing planner access
Regular, scheduled support
Responsive communication
Timely replies, easy access
NextStep Planning
Variable monthly fees
Transparent monthly fee
One clear price, no add-ons
No sales commissions
Advice not tied to sales
Ongoing planner access
Regular, scheduled support
Responsive communication
Timely replies, easy access