Our Plans

Starter Plan

  • Unlimited secure messaging

  • One annual Zoom or phone check-in

  • Guided by licensed support staff or advisors

  • 10% discount on ZPW estate plans, financial planning, and investment services

  • Membership waived once you reach $100K in managed assets with ZPW- our wealth management group..

Monthly: $19 | Annual: $199 | Get started

Standard Plan

  • Everything in the Starter Plan

  • Two check-ins per year

  • 10% off ZPW services

  • Membership waived at $100K AUM

Monthly: $39 | Annual: $399 | Get started

Premium Plan

  • Everything in the Standard Plan

  • Quarterly Zoom or phone check-ins

  • Includes a free financial plan tailored to you

  • 10% off ZPW services

  • Membership waived at $100K AUM

Monthly: $69 | Annual: $699 | Get started

Insurance Add-On

  • Available only to FPG members

  • Basic quoting and guidance

  • Optional, only if you need it

Monthly: $9 | Annual: $99 | Get started

* Students who sign up with a .edu email enjoy a 20% discount on membership fees!

* For clients seeking a more hands-on, in-depth advisory relationship, full-service financial planning is also available. Annual plans start at $2,500.