Pricing
Standard
$2,500/year
Our self-service tier provides access to our platform and allows clients to independently manage their information, documents, contacts, and finances.
Enter all personal, medical, budget, and life information in our dashboard.
Save and track all caregivers, doctors, lawyers, accountants, financial advisors, in our address book.
Upload and preserve any important documents in our vault.
Track daily routines, health and safety information, and day to day care requirements.
Document waivers, Medicare, Medicaid, health plan, and any other relevant information.
Most Popular
Professional
$4,250/year
Our primary and most popular service offering includes all of our standard platform features plus all the features our platform offers.
All features of the Standard pricing tier, plus:
Access to advanced financial planning and budget tools.
Quarterly meetings with our team of experts to review all aspects of your care plan.
Financial planning, budget recommendations, asset projection, and an end to end financial roadmap for the future.
Review and recommendations for health care planning, government waiver programs, and any other aspects of care planning.
Premier
$6,500/year
Our premier service offering includes all of our standard platform features plus personal support from our team of experts.
All features of the Professional pricing tier, plus:
On-demand meetings with our team of experts to review all aspects of your care plan.
Concierge-level, white glove service for the person with the disability and all of their loved ones.
Full access to legal advice, estate planning team, trust and will services, and any other wealth management that is needed.