Client Access
Access to your client accounts and online payment
Account Access
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.
Note: The first monthly payment will be charged to your credit card upon enrollment. Not all rates are listed.
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