Membership Try 14 days free. 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 curriculum access • Unlimited AI Strategist Start 14-Day Trial By starting a trial you agree to the Membership Terms .
No trial 6-Month Membership $149.94 · 6 mo
$149.94 charged today · 6 months of access · one-time payment
• Immediate access — no trial period • Single upfront charge of $149.94 (no monthly billing) • Full curriculum access • Unlimited AI Strategist • No auto-renewal — access ends after 6 months unless you re-purchase Start 6-Month Membership By subscribing you agree to the Membership Terms .
No trial 9-Month Membership $224.91 · 9 mo
$224.91 charged today · 9 months of access · one-time payment
• Immediate access — no trial period • Single upfront charge of $224.91 (no monthly billing) • Full curriculum access • Unlimited AI Strategist • No auto-renewal — access ends after 9 months unless you re-purchase 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 curriculum access • 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, phone call, or live messaging session • Personalized strategy and Q&A • Licensed advisor match Session type Virtual video call Phone call Live messaging session 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, phone 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 Session type Virtual video call Phone call Live messaging session Book private banker One-time purchase. No subscription required.
Subscription details Plan Stripe price / metadata Status after checkout Billing Trial → 3-Month mwg_monthly Trialing 14-day free trial, then $24.99/mo recurring 6-Month mwg_6month_onetime Paid · access active $149.94 charged today, one-time · 6 months of access 9-Month mwg_9month_onetime Paid · access active $224.91 charged today, one-time · 9 months of access Annual mwg_annual Active 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 Full Financial Literacy curriculum Full AI Training curriculum Unlimited access to the Morris AI Strategist AI question strategies for any financial decision Cancel any time before day 14 for free on the Trial → 3-Month plan Educational content only — not personalized investment advice. Consult a licensed advisor for regulated decisions.
Morris Wealth Group Financial literacy, AI training, and on-demand strategy for the modern wealth builder.
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