Gratia Life, LLC

Life & Financial Fiduciary

Pricing

Gratia Life, LLC

A Life & Financial Fiduciary

Gratia Life Promo

FREE Trial (1 month)

Financial Planning (Cloud) Software
Full Access – Software Evaluation, ONLY!
Live Introduction w/ Q&A (30 mins+)
Remote Phone, email, and chat support
No Financial Coaching
No Investment Advice
No Asset / Portfolio Management
Investable Asset Minimum (N/A)
Evaluation Review

Software Modules

PDF Financial Reports
Basic Financial Data Input/Analysis
Bank/Broker/Insurance Account Aggregation
Transaction Tracking
Smart transaction categorization
Income/Expenses/Loans/Debt
Budgeting Tools
Assets/Liabilities/Net Worth
Secure Document Vault
Insurance planning
Investment planning
Retirement planning
College planning
Tax planning
Estate planning
Personalized plan Snapshots

Gratia Life Coaching

$25 per month subscription

Financial Planning (Cloud) Software
Monthly Coaching Contract
Basic Life/Financial Coaching (15 mins+/mo)
Remote Phone, email, and chat support
Financial Coaching
No Investment Advice
No Asset / Portfolio Management
Investable Asset Minimum (N/A)
Annual Review

Software Modules

PDF Financial Reports
Basic Financial Data Input/Analysis
Bank/Broker/Insurance Account Aggregation
Transaction Tracking
Smart transaction categorization
Income/Expenses/Loans/Debt
Budgeting Tools
Assets/Liabilities/Net Worth
Secure Document Vault
Insurance Planning

Gratia Life Coaching Plus

$50 per month subscription

Financial Planning (Cloud) Software
Monthly Coaching Contract
Basic Life/Financial Coaching (30 mins+/mo)
Remote Phone, email, and chat support
Financial Coaching
No Investment Advice
No Asset / Portfolio Management
Investable Asset Minimum (N/A)
Annual Review

Software Modules

PDF Financial Reports
Basic Financial Data Input/Analysis
Bank/Broker/Insurance Account Aggregation
Transaction Tracking
Smart transaction categorization
Income/Expenses/Loans/Debt
Budgeting Tools
Assets/Liabilities/Net Worth
Secure Document Vault
Insurance Planning

core planning, llc

A Registered Investment Advisor

Core Planning Advisory

$150 per month subscription

Financial Planning (Cloud) Software
Annual Advisory Contract
Basic Life/Financial Coaching (1 hr+/mo)
Remote Phone, email, and chat support
Financial Planning Advice
Investment Advice
DIY Asset / Portfolio Management
Investable Asset Minimum (N/A)
Annual Review

Software Modules

PDF Financial Reports
Advanced Financial Data Input/Analysis
Bank/Broker/Insurance Account Aggregation
Transaction Tracking
Smart transaction categorization
Income/Expenses/Loans/Debt
Budgeting Tools
Assets/Liabilities/Net Worth
Secure Document Vault
Insurance planning
Investment planning
Retirement planning
College planning
Tax planning
Estate planning
Personalized plan Snapshots

Core Planning Advisory Plus

$150 per month subscription OR

1% AUM Annual Fee

(whichever is greater)

Financial Planning (Cloud) Software
Annual Advisory Contract
Basic Life/Financial Coaching (1 hr+/mo)
Remote Phone, email, and chat support
Financial Planning Advice
Investment Advice
Asset / Portfolio Management
Investable Asset Minimum ($100K)
Annual Review

Software Modules

PDF Financial Reports
Advanced Financial Data Input/Analysis
Bank/Broker/Insurance Account Aggregation
Transaction Tracking
Smart transaction categorization
Income/Expenses/Loans/Debt
Budgeting Tools
Assets/Liabilities/Net Worth
Secure Document Vault
Insurance planning
Investment planning
Retirement planning
College planning
Tax planning
Estate planning
Personalized plan Snapshots