Planned Service Tiers
Preview the service levels we're building — designed for different stages of your founder journey.
Founder
Perfect for early-stage founders
Growth
For founders scaling to Series A+
Why Our Pricing Model Works
Designed from the ground up for the specific financial complexity founders face.
Scales With Your Success
Our pricing grows with your company, ensuring you only pay for what you need at each stage of your journey.
Transparent & Predictable
No hidden fees or surprise charges. You'll know exactly what you're paying for and what value you're receiving.
ROI-Focused
Our strategies typically save clients significantly more than our fees, making our services a worthwhile investment.
Flexible Engagement
The life of a founder is complex. Our scalable model adapts to your needs as you have them. Just reach out!
Frequently Asked Questions
Everything you need to know about our pricing and services.
When will pricing go live?
We're in active development. Waitlist members will be the first to gain access and will receive early-bird pricing when we launch.
Are there long-term contracts?
No lock-ins. All plans are month-to-month. You can upgrade, downgrade, or cancel anytime.
What does the financial review include?
A top-to-bottom look at your current tax exposure, equity structure, estate plan, and banking setup — with a written action plan delivered to you.
Do you work with founders outside the US?
Our Enterprise plan includes international tax planning. Reach out and we can discuss your specific situation.
How is this different from a traditional wealth manager?
Traditional wealth managers focus on investment portfolios. We specialize in the full financial stack that founders actually need — tax strategy, equity planning, banking, lending, and estate structure.
Is my data secure?
Yes. We use bank-grade encryption for all data in transit and at rest. We never sell your personal or financial data to third parties.