Broker Check

Plans and Pricing

A Plan to Meet You Where You Are


Educated

Educated

  • $100 Setup Fee
  • $40/mo or $60/couple
  • Cancel Anytime
  • Built for those getting started
  • Monthly Check-ins with your Coach
  • Q/A on Demand with a Real Person
  • Asset Allocation Advice
  • Debt Management Coaching
  • Goal Planning
  • Insurance Planning
  • Budget Building
  • Review of Your Work Benefits
Empowered

Empowered

  • $250 Setup Fee
  • $75/mo or $100/mo for couple
  • Cancel Anytime
  • For those who have started saving
  • Monthly Check-ins with your Coach
  • Q/A on Demand with a Real Person
  • Asset Allocation Advice
  • Debt Management Coaching
  • Goal Planning
  • Insurance Planning
  • Budget Building
  • Review of Your Work Benefits
  • WealthVision Digital Access
  • Annual Face to Face Meeting
Entrepreneur

Entrepreneur

  • Pricing Varies with Business Needs
  • Designed for Small Business Owners
  • Drive Employee Engagement as a Benefit
  • Retirement Plan Consultation
  • Tax Sheltering Strategies
  • Business Consulting
  • WealthVision Access
  • Meetings with Key Employees
  • Business Insurance Consulting
  • Executive Coaching
  • Invitation to Leadership Retreat

Disclosure: Prologue is a subscription model for financial planning services, which are offered through LPL Financial, a Registered Investment Advisor. Payment for these services is facilitated through AdvicePay, a fee-processing  platform for LPL Financial Advisors. AdvicePay , BMG Advisors and LPL Financial are separate entities.