Pricing
Free for clients. Built to pay for itself.
Your clients download the full app for free — and actually use it. You get plans, compliance, AND the entire budgeting suite for less than what you'd pay an assistant for a couple hours of work. Per month, no contract.
Client
$0for clients
Everything your clients need to stay connected to their plan — and finally understand it.
- See their full plan, live
- Budget, Payday Planner & Cashflow Calendar — all included
- Updates the moment their advisor makes them
- Push notifications so nothing slips
- iOS & Android
Early Access
Advisor
$29/ month
One tool that handles your plans, your compliance docs, AND your clients' budgets.
- Unlimited clients
- Insurance plan builder
- Budget, Payday Planner & Cashflow Calendar
- Per-client budget access — flip on for everyone, or one at a time
- Mostly-auto Reason Why Letters — a few clicks, not a blank page
- A direct line to the founder (we mean it)
When $29 moves, it's because we shipped something that earned it.
The whole budgeting suite costs your clients less than $2.50/month (if you charge $29/year for it).
(Or charge nothing — totally your call. The core app is free for them.)
Charge 12 clients $29/year and your entire PlanTogether subscription pays for itself. Client #13 onward? Additional revenue. You handle the billing — we just hand you the access switch.
Your clients will open it. Your business will feel it.
Plans, compliance docs, and the full budgeting suite — free for your clients, $29 for you. Built for advisors who'd rather spend their day with people than chase paperwork.