Pay My Fee
To complete the enrollment process, click on the appropriate plan type below (check your Financial Planning Agreement for plan type). You will be taken to a secure website and asked for your credit card information to enroll.
Please Note: The first monthly payment will be charged to your credit card upon enrollment.
Financial Planning Services
- Executive Advantage - $458.33/month for 12 months
- Planning Advantage - $275.00/month for 12 months
- Planning Advantage II - $125.00/month for 12 months
- Coaching Review Session - $400.00/session
