Our pricing is straightforward!


Base Price

$15 per month per participant/plan.

This allows you to power your advice, fee your clients and use of our SaaS from any browser or our iOS and Android apps.

*There is a minimum of $99 per month for 6 or less participants. There are “breakpoints” available starting at 100 participants.


Customization Price

(Optional) For $29.99 per month we can make our website(s) look and feel like your firm’s website.

We remove our logo and add yours.

You also receive a “customized” URL (www.yourfirmname.planconfidence.com) for you to use.


Enterprise Pricing

Use the button below to schedule a call with Kevin Clark (CEO & Co-founder) to discuss.