✦ Simple, Transparent Pricing

Professional planning infrastructure.
At a price that makes sense.

Estate attorneys charge $5K–$50K annually. Family offices require $30M+. My Wealth Maps gives $2M–$30M households the coordinated planning tool that segment has never had.

All plans include a 3-day free trial. No credit card required.

For Individuals & Families
Financial
$9/month

Get organized and see your full financial picture.

  • Profile & household setup
  • Assets & liabilities tracking
  • Income & expenses
  • Basic retirement projections
  • Simple tax estimate
  • Net worth dashboard
  • Insurance gap analysis
Start free trial
Most Popular
Retirement
$19/month

Optimize your retirement with advanced planning tools.

  • Everything in Financial
  • RMD Calculator
  • Roth Conversion
  • Monte Carlo simulations
  • Lifetime financial snapshot
  • Data import (CSV/PDF/DOCX)
Start free trial
Estate
$34/month

Complete estate and advanced tax planning.

  • Everything in Retirement
  • Federal & state estate tax
  • Account titling & beneficiaries
  • Domicile analysis
  • Incapacity planning
  • Gifting strategy
  • Charitable giving
  • Business succession planning
Start free trial
✓ Cancel anytime
✓ 3-day free trial
✓ No credit card to start
✓ A fraction of annual attorney fees
For Financial Advisors

Advisor Plans

Full access to all features. Pricing based on number of clients. Client dashboard access is always free for your clients.

Starter
10 clients
$159/month
  • All consumer features
  • 10 clients
  • Client access always free
  • Advisor portal
  • Priority support
Get started
Most Popular
Pro
30 clients
$299/month
  • All consumer features
  • 30 clients
  • Client access always free
  • Advisor portal
  • Priority support
Get started
Unlimited
Unlimited clients
$499/month
  • All consumer features
  • Unlimited clients
  • Client access always free
  • Advisor portal
  • Priority support
Get started

Common Questions

Can I try before I pay?
Yes — all plans include a 3-day free trial with full access to all features. No credit card required.
Can I change plans later?
Yes. You can upgrade or downgrade at any time. Changes take effect at your next billing cycle.
Is my financial data secure?
Yes. All data is encrypted in transit and at rest. We use Supabase (built on PostgreSQL) with row-level security.
Do I need to pay if my advisor invited me?
No. If your financial advisor invited you as a client, your access is covered by their advisor plan.
Is this financial advice?
Questions about which plan fits your situation? Start with the free assessment.