Choose the Plan That Fits Your Family's Journey
Save 25% with annual billing.
MonthlyAnnual
Save 25%
Legacy Starter Kit
Core wealth-building principles
$5one-time
- Core wealth-building principles
- Basic estate planning overview
- Financial literacy fundamentals
- Lifetime access to foundational content
- Email support
Starter 19
Families beginning their wealth education
$19/mo
- Foundational wealth education content
- Monthly newsletter with tips
- Basic resource library
- Community forum access
- Mobile-friendly platform
MOST POPULAR
Solutions Pro 49
Families ready to take action
$49/mo
- Full wealth education video library
- Strategy deep-dive workshops
- Downloadable planning templates
- Monthly expert spotlight interviews
- Priority email support
- Topic-specific mini-courses (all 10 pillars)
Inner Circle 99
Committed families building serious wealth
$99/mo
- Charitable giving strategies
- Family governance frameworks
- Complete content library access
- Priority delivery + premium support
- Advanced strategy masterclasses
- Quarterly wealth assessments
NEW — MOST COMPREHENSIVE
Platinum 199
The ultimate wealth-building advantage
$199/mo
- 🤖 AI Wealth Education Assistant — 24/7
- 📦 Implementation Toolkits & Playbooks
- 📊 Quarterly Strategy Briefs
- 🔐 Private Platinum Community
- ⚡ Early Access to all new content
- 🎯 Priority Support
Feature Comparison
| Feature | Legacy $5 | Starter $19 | Pro $49 | Inner $99 | Platinum $199 |
|---|---|---|---|---|---|
| Foundational Content | |||||
| Resource Library | Basic | Basic | Full | Full | Full |
| Community Access | Forum | Forum | Private | Platinum | |
| Video Library | |||||
| Planning Templates | |||||
| Mini-Courses (10 pillars) | |||||
| Advanced Strategy Content | |||||
| Quarterly Wealth Assessments | |||||
| AI Wealth Coach | 24/7 | ||||
| Implementation Toolkits | |||||
| Quarterly Strategy Briefs | |||||
| Early Access to Content | |||||
| Priority Support | |||||
| Annual Price | $5 | $171 | $441 | $891 | $1,791 |
| Annual Savings | — | $57 | $147 | $297 | $597 |