Simple, transparent financial planning subscription
Enjoy monthly consultations and analytical reviews for $250 per month. All services, reporting, and advisor access are included, with no hidden fees or lock-in contracts. Results may vary.
James Carter
Senior Financial Advisor
Meet our advisors
Our team brings a wealth of experience and a client-first approach.
James Carter
Senior Advisor
Consultation
James leads our advisory team and ensures every client receives strategic, practical support.
Industry recognition
Awarded for client service
Mentorship program
Trains new advisors
Emily Wright
Advisor
Support
Emily’s focus is on personalised care and building lasting client relationships.
Client satisfaction
Consistently high ratings
Community outreach
Local financial clinics
Michael Singh
Advisor
Analysis
Michael provides analytical insights and helps clients understand their options.
Analytical reviews
Leads reporting team
Efficiency award
Improved client processes
Sophie Nguyen
Advisor
Client care
Sophie is dedicated to thorough reviews and ensures clients always feel supported.
Positive feedback
Praised by clients
Team collaboration
Enhanced service quality
How your subscription works
Our process provides ongoing support, analytical reviews, and simple monthly billing so you can focus on your financial priorities. No lock-in contracts, and all communication is direct and clear.
Sign up and set preferences
Meet your advisor
Monthly consultation
Receive analytical review
Adjust or pause subscription
Subscription pricing
All-inclusive, monthly fee options
Standard
Monthly consultations, analytical reviews, and direct advisor access with no hidden fees.
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Monthly advisor sessions
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Analytical reporting
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No lock-in contract
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All fees included
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Flexible support
Flexible
All Standard plan features, plus priority scheduling and extra check-ins when needed.
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Priority appointments
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Extra monthly check-in
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All Standard features
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Flexible cancellation
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Ongoing guidance
Premium
Premium includes all Flexible features, dedicated reporting, and direct phone access to your advisor.
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Dedicated reporting
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Direct phone access
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All Flexible features
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Comprehensive support
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Premium care
Compare our service plans
See how our subscription stands out against traditional consulting
Consistent, transparent pricing and ongoing support set us apart from other providers.
zelqorivana subscription
Monthly consultations with all fees included
Traditional planner
Consultations billed hourly plus extra fees
Pricing clarity
Simple, all-inclusive monthly fee
Ongoing support
Regular monthly check-ins
Flexibility
Pause, cancel, or adjust anytime
Reporting detail
Clear, analytical monthly reviews