Transparent pricing for ongoing planning
At ophyntraliveq, we believe that financial planning should be accessible and straightforward. Our subscription is $250 per month, billed monthly with no hidden charges or commissions. All terms—including APR rates, fees, and repayment details—are shared transparently before you begin. You can cancel anytime as outlined in your agreement. This subscription provides ongoing access to your dedicated financial planner and monthly reviews tailored to your evolving needs.
Meet our team
Lisa Chen
Lead Planner
Lisa brings over 12 years of experience and ensures each client’s needs are met with clarity and care.
David Brooks
Client Advisor
David specializes in ongoing client support, helping you understand all terms and subscription details.
Sarah Miller
Service Coordinator
Sarah coordinates monthly reviews and ensures your questions are answered promptly and thoroughly.
How our process works
From your inquiry to ongoing support
Initial consultation
We start with an introductory call to understand your needs and outline our process.
Agreement review
You receive a detailed agreement, including all APR, fee, and repayment terms.
Service activation
Once agreed, your subscription starts and ongoing monthly support begins.
Regular reviews
Monthly sessions keep your plan current and address new questions.
Choose your subscription plan
Transparent monthly pricing, no hidden fees or commissions
Standard Plan
Monthly planning sessions and ongoing support included
- Monthly review with your advisor
- Clear APR and fee disclosure
- No commissions or product sales
- Cancel anytime with notice
Premium Plan
Includes all Standard features plus priority scheduling
- All Standard Plan features
- Priority access to your planner
- Faster response times
- Quarterly progress summaries
Enterprise Plan
Custom solutions for organizations or teams
- Tailored planning for organizations
- Dedicated enterprise advisor
- Customized reporting and sessions
- Flexible review scheduling
Important pricing notes
All plans are billed monthly. No long-term contracts required.
APR rates, fees, and repayment terms are presented clearly before you start.
You can cancel your subscription at any time with advance notice.
Notices and disclaimers
Results may vary depending on your personal circumstances.
No refunds are provided for partial months after cancellation.
Compare our subscription model
See how ophyntraliveq's transparent pricing and ongoing support differ from traditional planning services
| Subscription features | ophyntraliveq | Traditional Firm | One-Time Planner |
|---|---|---|---|
| Monthly subscription fee | $250 | $400+ | N/A |
| Clear APR and terms | Yes | Varies | No |
| Ongoing reviews included | Yes | Extra fee | No |
| Cancel anytime | Yes | Limited | N/A |