Gratia Life & Financial
Fiduciary Consultant
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
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
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
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
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
A Registered Investment Advisor
(IMPORTANT: core planning, llc is a distinct entity/company that provides Registered Investment Advisory Services and is wholly separate from, and has NO AFFILIATION with Gratia Life, LLC and/or its designated DBAs.)
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