Transparent subscription pricing
Planned value every month
Our subscription model offers structured financial planning at a predictable cost, with plans between $250 and $350 per month. This includes regular consultations, detailed documentation, and ongoing analytical reviews—no hidden or additional charges apply.
Our professionals
Expert, approachable, responsive team
Emily Carter
Senior Consultant
MSc Financial Planning London School of Economics
Bennett Associates
Key skills
Methods
Achievements
Developed review documentation standards
Built lasting client relationships
Accreditations
Emily brings a high standard of professionalism, focusing on transparent, analytical advisement for subscription clients.
Emily offers clients ongoing, approachable consultations, ensuring each session is both productive and clearly documented. Her commitment to clear communication and careful analysis helps clients feel supported throughout their subscription journey.
David Ng
Client Support Lead
BA Business Management University of Manchester
Hamilton & Co
Key skills
Methods
Achievements
Streamlined support process
Consistently high client feedback
Accreditations
David is known for guiding clients with clear communication and empathetic support, ensuring smooth planning experiences.
David plays a central role in maintaining high client satisfaction by focusing on thoughtful communication and speedy responses. His approachable nature ensures clients feel comfortable seeking guidance whenever needed.
Charlotte Adams
Documentation Specialist
BSc Information Management University College London
Wells Partners LLP
Key skills
Methods
Achievements
Standardised client documentation process
Trained team in clear writing
Accreditations
Charlotte ensures that every client receives actionable, clear documentation after each review session, simplifying the planning process.
Charlotte is dedicated to delivering high-quality, easy-to-follow notes and summaries. Her expertise ensures that documentation is never an afterthought but a key support for all client decisions.
Oliver Brown
Client Advisor
Diploma in Professional Consulting Imperial College London
Redmond Advisory
Key skills
Methods
Achievements
Enhanced client communication system
Recognised for proactive support
Accreditations
Oliver provides clear, actionable recommendations through approachable dialogue, focused on practical planning outcomes.
Oliver is focused on making each consultation helpful and easy to understand. He draws on experience to create a relaxed but structured setting for clients, ensuring next steps are always clear.
Our process
Simple steps for ongoing planning
Initial consultation
Begin with an expert review of your circumstances, objectives, and main planning questions.
Planning review
Receive regular, analytical check-ins to review and adjust your plan based on new developments.
Documentation delivery
Obtain a clear written summary with recommendations after every consultation.
Direct support
Get responsive answers to questions at any point during your subscription.
Choose your subscription
Select a plan that fits your preferences and planning needs
Standard Plan
Structured reviews and documentation for clear, effective planning support.
- Analytical review sessions included monthly
- Personal consultation with advisor
- Clear documentation after each session
- No hidden or extra fees—full transparency
Enhanced Plan
More frequent consultations and deeper reviews, with added support as standard.
- Up to two planning sessions monthly
- Proactive communication and follow-ups
- Comprehensive analytical documentation
- Direct advisor access and rapid response
Premium Plan
Our most tailored plan—ideal for clients seeking maximum flexibility and ongoing insights.
- Unlimited consultations included per month
- Priority documentation and planning reviews
- Bespoke support for changing needs
- Personal contact and extended service hours
Additional pricing details
All plans include scheduled sessions and access to a dedicated advisor.
There are no added signup or processing fees for any plan.
Full documentation is provided after each planning session.
Important information
Transparent fixed fees—no hidden costs for extra consultations.
Results may vary depending on your unique situation.
How we compare
| Features | morixavelona | Other Providers |
|---|---|---|
| Fixed monthly pricing | ||
| No hidden or extra fees | ||
| Dedicated advisor support | ||
| Comprehensive documentation | ||
| Flexible cancellation | ||
| Personalised analytical reviews |