Membership

Try 14 days free.
Then $24.99/mo.

One price. All courses. Unlimited AI Strategist. Choose the commitment that fits your plan.

Rollover

Trial → 3-Month

$24.99/mo

14-day trial · rolls into 3-month subscription

  • • 14-day free trial
  • • 1-day grace period to cancel before the rollover
  • • Auto-rolls into 3 monthly payments of $24.99
  • • Full course library
  • • Unlimited AI Strategist
Start 14-Day Trial

By starting a trial you agree to the Membership Terms.

No trial

6-Month Membership

$24.99/mo

Billed monthly for 6 months · $149.94 total · starts today

  • • Immediate access — no trial period
  • • 6 monthly payments of $24.99 ($149.94 total)
  • • Full course library
  • • Unlimited AI Strategist
  • • 1-day grace period to cancel or change before auto-renewal
Start 6-Month Membership

By subscribing you agree to the Membership Terms.

No trial

9-Month Membership

$24.99/mo

Billed monthly for 9 months · $224.91 total · starts today

  • • Immediate access — no trial period
  • • 9 monthly payments of $24.99 ($224.91 total)
  • • Full course library
  • • Unlimited AI Strategist
  • • 1-day grace period to cancel or change before auto-renewal
Start 9-Month Membership

By subscribing you agree to the Membership Terms.

Save $/yr

Annual

$299.88/yr

$299.88 charged today · renews yearly · no trial

  • • Immediate access — billing starts today
  • • Full course library
  • • Priority AI response times
  • • 1-on-1 strategy kickoff
  • • 1-day grace period to cancel or change before yearly renewal
Start Annual Membership
Advisory

1-on-1 Licensed Advisor Consultation

$250.00/session

Personal financial guidance from a licensed advisor. Choose a virtual video call or a live messaging session.

  • • 45-minute virtual call or live messaging session
  • • Personalized strategy and Q&A
  • • Licensed advisor match
Book consultation

One-time purchase. No subscription required.

Premium
Private Banking

1-on-1 Licensed Private / Personal Banker

$500.00/session

Deep-dive financial planning with a licensed private banker. You leave with detailed, step-by-step actions mapped to your goals.

  • • 90-minute virtual call or live messaging session
  • • Detailed goal roadmap with dates and dollar targets
  • • Personalized account architecture and cash-flow plan
  • • Written follow-up with next steps
Book private banker

One-time purchase. No subscription required.

Subscription details

PlanStripe price / metadataStatus after checkoutBilling
Trial → 3-Monthmwg_monthlyTrialing14-day free trial, then $24.99/mo recurring
6-Monthmwg_monthly
commitmentMonths: 6, skipTrial: true
Active immediately$24.99/mo billed monthly × 6
9-Monthmwg_monthly
commitmentMonths: 9, skipTrial: true
Active immediately$24.99/mo billed monthly × 9
Annualmwg_annualActive immediately$299.88 charged today, renews yearly

All plans include the full course library and unlimited AI Strategist. The 6-Month, 9-Month, and Annual plans start billing immediately; only the Trial → 3-Month plan includes a 14-day free trial. See the Membership Terms for cancellation, grace period, and renewal rules.

What's included

Educational content only — not personalized investment advice. Consult a licensed advisor for regulated decisions.