Choose the plan that grows with your financial life.
Starter gives you focused core planning, Pro unlocks the complete council, and Elite adds premium AI delivery for complex decisions.
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- 5 strategist messages
- 3 inspirations Q&A
- 1 saved plan
- Net-worth tracking & weekly check-ins
- Core agents (4)
- Weekly cached next-best-action
Start with guided financial clarity.
Ideal when you want simple answers, steady check-ins, and a lighter planning workflow.
- Up to 30 planning sessions / month
- Core strategist agents
- Up to 5 document analyses / month
- Weekly progress check-ins
The complete planning workspace for ongoing wealth decisions.
Best when you want continuous strategy, full agent access, and room to refine your plan as life changes.
- Up to 100 planning sessions / month
- 12 of 16 financial agents (4 Elite-exclusive)
- Up to 20 document analyses / month
- Action items, metrics, and insights
Premium AI delivery for complex households and higher-stakes decisions.
Choose Elite when your plan needs stronger reasoning, deeper scenario modeling, and more room for frequent review.
- Everything in Pro
- All 16 agents (4 Elite-exclusive)
- Premium reasoning model on every plan
- Up to 150 planning sessions / month
- Up to 40 document analyses / month
- Expanded plan depth and stress tests
Add the business council to any Pro or Elite plan.
Six commercial specialists — entity structure, cash flow, business taxes, financing, KPIs, and valuation & exit — layered on top of your personal council. Requires an active Pro or Elite membership; not available on Starter.
Most members get everything they need with Pro
Start building your private financial plan.
Create your account, choose the membership that fits today, and begin planning with Atrium Wealth Council.