Premium Client (Monthly)
$5/mo
Unlock premium trackers and dashboards to get your financials in check.
View in Portal →Client Portal · Advisor Pro
Subscription Plans & Tool Access
Compare Premium Client, Family Fortress, and Advisor Pro — plus one-time Legacy Vault and Life Insurance Needs Report. + processing fee at checkout
Subscriptions
Premium Client (Annual)
$50/yr
All Premium client tools — best value vs. monthly billing.
View in Portal →Family Fortress (All-in-One)
$129/yr
Our best-selling bundle — year-round money trackers, your life insurance needs report (PDF), and the family document safe. Costs less than buying each separately.
View in Portal →Advisor Pro (Monthly)
$15/mo
Full client toolkit plus advisor tools — What-If Modeler, Secure Portal, and upcoming advisor releases.
View in Portal →Advisor Pro (Annual)
$100/yr
Everything in Advisor Pro — client premium tools, advisor workspace, and new releases as we ship them.
View in Portal →One-Time Purchases
Life Insurance Needs Report
$49
A branded PDF that shows how much coverage your family may need — based on income, debt, mortgage, and education (the D.I.M.E. method advisors use).
Get Access →Family Document Safe
$99
Lifetime access to organize policies, wills, beneficiary instructions, and other papers your family may need one day.
Get Access →Insurance products offered through licensed professionals affiliated with Experior Financial Group Inc. This website is for educational purposes and does not constitute personalized tax, legal, or investment advice.
Plans & Pricing FAQ
What is included in Premium Client?
Premium Client unlocks Financial Vital Signs, Policy Ladder Tracker, Emergency Fund Builder, and Tax-Free Retirement Forecaster. $5/mo or $50/yr.
What is Family Fortress?
Family Fortress ($129/yr) bundles premium client tools, the Life Insurance Needs PDF report, and lifetime Legacy Vault access — priced below buying separately.
What is Advisor Pro?
Advisor Pro ($15/mo or $100/yr) includes all client premium tools plus advisor workspace features like What-If Scenarios and Secure Portal.
Are processing fees disclosed at checkout?
Yes. Applicable card processing fees are shown before you complete purchase. Subscription renewals follow the terms shown in Stripe checkout.
