Pick Your Plan - Well Planned

PICK YOUR PLAN

Monthly Annual Save 18%

CORE ACCESS

$50/mo

Billed monthly

✓ Personalized Learning Path
✓ Full use of 150+ pages of content across 7 Knowledge Banks
✓ Summary videos for each Knowledge Bank
✓ Budget Template for monthly planning
✓ Income & Expense Statement
✓ Statement of Net Worth
✓ 11 Financial Calculators
✓ Journal & Plan Template to document your actions and next steps
✓ Access to Penny, your AI Guide, for ongoing support and clarity

ALL ACCESS

$75/mo

Billed monthly

✓ Everything in Core Access PLUS
✓ Extra exclusive content from our founder
✓ Access to a private forum with the founder where you can submit questions and topic requests — your requests help shape featured articles
✓ Designed for deeper insight + added value
✓ Go beyond the basics with advanced topics like early retirement, real estate integration, and other specialized strategies

Checkout & Purchase

INDUSTRY AVERAGE COST OF COMPREHENSIVE FINANCIAL PLANNING:

Typically $2,500 – $10,000 per year, depending on the complexity of your situation.

INDUSTRY AVERAGE COST OF FINANCIAL ADVISING:

Usually around 1% per year of your investment accounts — for example, $5,000 annually on a $500,000 portfolio.

INDUSTRY DEFINITIONS

FINANCIAL PLANNING VS. FINANCIAL ADVISING

Financial planning is holistic, creating a long-term strategy for your entire financial life—cash flow, debt, retirement, taxes, insurance, and more. Financial advising is investment-focused, guiding how your money is invested and managed.

A STRONG FINANCIAL LIFE BENEFITS FROM BOTH.

WELL PLANNED GIVES YOU CLEAR, STEP-BY-STEP SUPPORT FOR YOUR FULL FINANCIAL PLAN AND EDUCATION TO HELP YOU MAKE CONFIDENT INVESTMENT DECISIONS.