Transparent pricing for subscription planning services
Our $250/month plan includes unlimited consultations, analytical reviews, and ongoing support with no surprise fees.
Morgan Lee
Lead Planner, CFP
Meet our team
Your planning partners are experienced and accredited
Morgan Lee
Lead Planner
Certified Financial Planner Stanford University
12 years "Planning consultations"
Summit Advisors
Top industry service award
Featured in finance journals
Morgan has over 12 years guiding clients through complex financial decisions with a focus on transparency and client-first service.
Ava Brooks
Senior Planner
MBA, Financial Planning Harvard University
10 years "Analytical reviews"
Prime Consulting
Recognized for client satisfaction
Guest panelist at industry events
With a decade of experience, Ava brings attention to detail and a commitment to providing unbiased, actionable guidance.
Derek Chen
Planning Associate
B.S. Economics UC Berkeley
4 years "Client support"
Urban Planning Group
Employee of the quarter
Volunteer financial literacy advocate
Derek supports clients with research-driven insights and a focus on clear, accessible communication.
Sophie Patel
Client Services
B.A. Communications UCLA
3 years "Client onboarding"
NextGen Advisors
Outstanding service recognition
Team collaboration award
Sophie ensures seamless onboarding and ongoing support, coordinating schedules and responding promptly to client needs.
How your subscription works
Our process is designed for flexibility, transparency, and ongoing support from your first consultation onward.
Start your subscription
Sign up online and your subscription is activated for a $250 monthly fee. No hidden costs apply.
Your account setup is completed digitally, and you receive a welcome kit by email with all necessary details and instructions.
Initial planner consultation
Book your first session with a professional planner at your convenience to discuss your needs and preferences.
Your planner will review your background and objectives to tailor the planning experience to you.
Analytical financial review
Receive a data-driven review and analysis focused on your unique circumstances and market trends.
Your planner will provide actionable feedback and outline next steps, with results delivered securely.
Ongoing consultations and support
Continue scheduling sessions, receiving updates, and accessing support as part of your monthly plan.
There is no limit to planning sessions or reviews during your subscription. Your needs define the frequency and focus.
How your subscription works
Our process is designed for flexibility, transparency, and ongoing support from your first consultation onward.
Subscription plans
Choose the right plan for your needs
Standard
Full access, no hidden fees
All services included
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Personal planner access
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Unlimited consultations
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Monthly analytical reviews
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Flexible scheduling
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Confidential support
Quarterly
Pay every three months
Same coverage, billed quarterly
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All standard features
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Priority scheduling
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Quarterly check-ins
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Confidential data handling
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No hidden charges
Annual
Best value for ongoing planning
Save with annual payment
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All quarterly features
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Annual review summary
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Dedicated onboarding
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Year-round support
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Transparent renewal
Compare our approach to others
See how our transparent subscription service stands out from traditional financial planning providers.
| Features included | borinavexla Subscription Planning | Traditional Firm | Online Platform |
|---|---|---|---|
| Transparent monthly fee | Yes, $250 | Varies | May vary |
| Unlimited consultations | Included | Limited | Restricted |
| Analytical financial reviews | Included | Sometimes | Extra cost |
| Flexible scheduling | Yes | Limited | Varies |
| No hidden fees or charges | Always | Possible | Possible |