Financial Planning | Subscriptions

 
Having a financial plan in place is the first step towards a financially secure future. Working with one of our certified financial planners on an ongoing basis will allow you to set realistic life goals, both short and long term. Making financial decisions is easier when you have a complete overview of your finances.
— David Edwards, President & Wealth Advisor
financial-planner-nyc
 

Choose from one of our financial planning options below.

Please review our brochure before you complete our subscription process by clicking here.
Our subscription and one time financial planning fees are processed by PayPal.

 
Financial Planning for Couple or Family - $200/month
Financial Planning for Individual (30+ years of age) - $100/month
Financial Planning - Starter Service (younger than 29 years) - $25/month

One-time Financial Plan for Couple or Family - $1000
One-time Financial Plan for Individual - $600