Choose the perfect plan for you
With 3 levels available, our transparent and varied membership plans offer you personal financial guidance whatever your goals and needs may be.
*Enter code LAUNCH15 at checkout and get 15% off your first 6-months monthly membership, or 15% off an entire annual plan. Ends 31st October.
Essential
For those needing essential financial guidance to help keep them on the right track.
Financial Roadmap -Essentials
- Risk Assessment and Evaluation
- Personal Goal Navigator
1x credit a month to Ask the Experts
Review meeting every year
Latest content from the Learning Hub
Access full Finance 101 database
Invitation to members-only virtual events
Visionary
For those needing to develop and execute a plan for a more secure financial future.
Everything in Essentials plus:
Financial Roadmap - Visionary
- Retirement planning strategy
- Personal cashflow and budget analysis
3x credits a month to Ask the Experts
Review meeting every 6 months
Access entire Learning Hub database
Content Database search
Investor
For those needing complete support, including investments or safeguarding of assets.
Everything in Visionary plus:
Financial Roadmap - Investor
- Estate, protection and insurance planning
- Independent investment portfolio review
- Investment strategy and asset allocation models
Your own dedicated Finance HQ Guide, whenever you need them
Review meeting every 4 months - option for 1 in-person meeting
Enterprise
Interested in memberships for your staff? Our plans offer a unique employee benefit for your teams.
Essentials
For those needing essential financial guidance to help keep them on the right track.
Financial Roadmap -Essentials
- Risk Assessment and Evaluation
- Personal Goal Navigator
1x credit a month to Ask the Experts
Review meeting every year
Latest content from the Learning Hub
Access full Finance 101 database
Invitation to members-only virtual events
Visionary
For those needing to develop and execute a plan for a more secure financial future.
Everything in Essentials plus:
Financial Roadmap - Visionary
- Retirement planning strategy
- Personal cashflow and budget analysis
3x credits a month to Ask the Experts
Review meeting every 6 months
Access entire Learning Hub database
Content Database search
Investor
For those needing complete support, including investments or safeguarding of assets.
Everything in Visionary plus:
Financial Roadmap - Investor
- Estate, protection and insurance planning
- Independent investment portfolio review
- Investment strategy and asset allocation models
Your own dedicated Finance HQ Guide, whenever you need them
Review meeting every 4 months - option for 1 in-person meeting
Enterprise
Interested in memberships for your staff? Our plans offer a unique employee benefit for your teams.
Email: info@financehq.ch