Chose your path
Prefer we handle everything for you, or want guidance while you stay hands-on? Pick the option that fits how you like to manage money.
Planning & Guidance Packages
Learn on Your Own or With Support—Choose the Path That Works for You.
Essentials
Get started with the basics
Free
- Automated Investing Platform
- 12-Month Core Education Course
- Worksheets & Templates
- Progress Tracking & Reminders
- Extended 24-Month Course Library
- Monthly Group Coaching
- Community & Q&A Vault
- Quarterly 1-on-1 Coaching
- Personalized Feedback
Guided Growth
Education + live group support
$99/mo
$899/yr
- Automated Investing Platform
- Full 24-Month Course Library
- Worksheets & Templates
- Progress Tracking & Reminders
- Monthly Group Coaching (live + replay)
- Community Access & Q&A Vault
- Quarterly 1-on-1 Coaching
- Personalized Feedback
Premium Coaching
Personalized & high-touch
$299/mo
$2,500/yr
- Automated Investing Platform
- Full 24-Month Course Library
- Worksheets & Templates
- Progress Tracking & Reminders
- Monthly Group Coaching (live + replay)
- Community Access & Q&A Vault
- Quarterly 1-on-1 Coaching (30–45 min)
- Personalized Feedback (quarterly submission)
- Priority Email Support
* Automated Investing Platform managed by Avance Private Wealth and powered by Betterment Institutional. Portfolios are professionally managed to deliver low-cost, diversified investing compared to traditional advisors.
Frequently Asked Questions
Who actually manages my investments?
Your account is on our Automated Investing Platform, managed by our sister company, Avance Private Wealth and is powered by Betterment Institutional.
Avance Private selects the investments and approach; Betterment provides the technology, trading, and custody experience behind the scenes.
Can I cancel anytime?
Yes. Monthly memberships can be canceled anytime from your account and you’ll keep access through the end of your billing period.
Annual and one-time plans are prepaid and non-refundable, with access for the full term.
Do I need to have an investment account?
Essentials is free and includes the core education. We encourage opening and funding an Automated Investing account so you can apply what you learn.
While certain features are applicable to investment accounts, it is not required to have one.
What’s included in the 24-Month Course Library?
A two-year learning path covering saving, debt, investing, retirement, tax basics, insurance, and more—plus tools and case studies. You gain access to advanced topics to really push your learning passion.
Guided Growth and Premium include full access to all modules.
How do upgrades work?
You can upgrade anytime. Access to added features (community, live coaching, 1-on-1 sessions) is granted immediately after checkout.
If applicable, we’ll pro-rate according to your cart settings.
Is this individualized financial advice?
Education is general in nature. Premium includes coaching and plan feedback, but final decisions are yours.
Please review our disclosures and consult us for personalized advice when needed.