Straightforward subscription pricing plans
Explore our transparent, subscription-based pricing for ongoing financial planning support. With a predictable monthly fee, you get direct access to a dedicated advisor, consistent analytical reviews, and personalized consultations. There are no hidden charges or confusing add-ons—just clear, upfront costs. Our model is designed for those who prefer simplicity and ongoing guidance without surprises. If you have questions about our pricing or what’s included, our team is always available to help you make an informed decision.
Meet our dedicated advisors
Alex Johnson
Lead Financial Advisor
Alex brings over a decade of experience helping clients navigate important financial decisions. He is known for his approachable style and clear, actionable insights tailored to each client’s needs.
Taylor Lee
Senior Client Consultant
Taylor specializes in client service and analytical reviews, ensuring every client receives detailed feedback and ongoing support through each stage of the planning process.
Morgan Rivera
Financial Planning Specialist
Morgan focuses on creating adaptable, personalized strategies and is dedicated to making financial planning accessible and understandable for everyone.
How your subscription works
Our process is designed for transparency, clarity, and ongoing support every month.
Initial consultation and setup
We begin with a conversation to understand your priorities and preferences. This sets the foundation for your ongoing planning experience.
Our goal
Clarify your objectives and gather relevant background.
What we do
Your advisor will learn about your current situation and discuss what you hope to achieve. We’ll answer your questions and explain how the subscription works.
How we do it
Through a guided conversation, we gather details, identify your preferences, and outline the next steps for your plan.
Tools we use
Secure client portal, digital forms, phone or video call
Results you see
Personalized summary of your goals and next steps
Monthly check-in consultations
Each month, you’ll have a scheduled session with your advisor to review progress, answer questions, and adjust recommendations.
Our goal
Keep your plan aligned with your evolving needs.
What we do
We discuss recent changes, review analytical feedback, and provide suggestions tailored to your situation.
How we do it
Sessions are held virtually or by phone, and we prepare insights in advance for a focused discussion.
Tools we use
Video/phone call, digital reports, secure messages
Results you see
Updated action items and recommendations
Ongoing analytical reviews
We regularly assess your financial plan to ensure it adapts to your changing circumstances and objectives.
Our goal
Identify opportunities or concerns proactively.
What we do
Your advisor reviews relevant information and provides feedback, so you stay informed and confident in your decisions.
How we do it
Analytical reviews are done using secure tools, with clear summaries delivered through your portal or email.
Tools we use
Secure portal, analytical tools, client dashboard
Results you see
Review summaries and recommended updates
Responsive support and adjustments
Whenever your needs change, or you have questions, you have access to prompt support and plan adjustments within your subscription.
Our goal
Ensure you always feel supported and informed.
What we do
We respond to questions, explain recommendations, and adjust your plan as needed—no extra fees or delays.
How we do it
Contact your advisor by phone, email, or portal for quick assistance and clear communication.
Tools we use
Phone, email, secure portal, support team
Results you see
Timely responses and updated recommendations
Choose your subscription plan
Simple pricing, no hidden fees, always transparent
Standard
Ongoing support, monthly reviews
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Monthly advisor consultations
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Analytical reviews included
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Secure client portal access
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No hidden fees or add-ons
Enhanced
Extra check-ins, faster response time
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Bi-weekly consultations
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Priority support access
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Secure portal and reports
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All standard features included
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Flexible scheduling
Premium
Personalized strategy, priority advisor
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Dedicated senior advisor
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Custom analytical feedback
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Unlimited consultations
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Highest response priority
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All enhanced features included
Compare our subscription approach
See how we differ from traditional fee-based services
Review the features, pricing, and support of our service versus common alternatives.
valqurenostra Subscription
Flat monthly fee for ongoing support and consultations
Traditional Firm
Hourly rates or commission-based fees for consultations
Pricing transparency
How clearly fees are communicated
Ongoing support
Access to regular consultations and reviews
Flexibility
Ability to adapt plans and schedule sessions
Client satisfaction
Reported user experience and trust