Frequently Asked Questions
Common questions, clear answers.
We believe in transparency. Here are the questions we hear most often, answered directly.
Questions
Pricing FAQ
Monthly billing, cancel anytime. No long-term contracts required. We believe the value should earn your continued partnership.
We'll reach out proactively as you approach your limit. You can upgrade at any time, and we'll prorate the difference.
No setup fee for founding advisors. Onboarding and training are included in your monthly subscription.
Absolutely. Start where you are, grow as you grow. Founding pricing locks in at whatever tier you join.
Ready to elevate your practice?
Join the founding advisor cohort. Get permanent pricing advantages and direct input on platform development.