Advisor and client meeting office
Flat rate planning

Explore ongoing support for your future

Our $250/month subscription gives you access to professional financial planning, regular check-ins, and clear advice—no surprises.

Results may vary. Service is for informational purposes and does not guarantee outcomes.

Key benefits you receive

What you can expect from your subscription

1

Consistent communication

Scheduled sessions keep you engaged and informed regularly.

2

Transparent pricing always

A fixed $250 monthly fee with no hidden costs or surprises.

3

Personalized consultations

Advice is tailored to your evolving situation and needs.

4

Actionable recommendations

Receive clear, specific steps to help with your planning.

About our approach

A modern, client-first subscription model

How our subscription works

Sign up for a $250 monthly subscription and access ongoing professional planning support.

No hidden charges or lock-in contracts
Flexible scheduling for consultations
Direct advisor access anytime

You can adjust or cancel your subscription at any time.

Flat monthly fee

Predictable pricing for continuous support

Your planning subscription

Our $250/month subscription gives you year-round access to professional planning guidance. This flat rate covers all consultations and ongoing support, so you never have to worry about unexpected costs or hidden fees. We’re here to help you navigate your financial future with confidence.

Your advisor will get to know your unique situation, preferences, and goals. We tailor every consultation to your needs, offering practical steps and clear communication that evolves as your circumstances change. You can adjust or pause your subscription at any time, with no penalties or complicated processes.

Advisor and client financial planning

Client stories

What our subscribers say

Sophie Tran

Business owner, Tran Consulting

"I needed ongoing planning support and zelquoriax’s subscription was a perfect fit. Their advice is always clear and relevant, and the monthly fee keeps things simple."

clarity ease
May 2025

James Patel

Project manager, Westbridge

"The process was straightforward and I always felt in control. My advisor explained every step and answered questions promptly."

support communication
August 2025
97% satisfied
210 reviews

Frequently asked questions

Find answers to common questions about our subscription.

Your $250/month covers unlimited consultations, regular check-ins, and ongoing support from your dedicated advisor.

No, you’ll only pay the flat monthly fee. There are no additional setup charges or hidden costs.

Yes, you can adjust, pause, or cancel your subscription at any time without penalties or complicated steps.

Yes, you’ll have a dedicated advisor who gets to know your needs and provides consistent guidance.

Subscribers served

Start your subscription today

Get professional planning support for a flat $250 monthly fee

More joining monthly 88%
720
Active clients
210
Reviews
97
Satisfaction
5
Advisors
24
Months active