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PlanTechBasic CheckOut

Pay-by-the-Plan

Monthly Commitment

  • A Streamlined Planning Process - Upgrade to Premium at any time for many more features.
  • Start with $15 for 3-Months, then pay $5 a month for continued access to the plan, cancel anytime.
  • $50 for a 1-Year Commitment ($10 Discount)
  • A Streamlined Planning Process - Upgrade to Premium at any time for many more features.
  • Start with $15 for 3-Months, then pay $5 a month for continued access to the plan, cancel anytime.
  • $50 for a 1-Year Commitment ($10 Discount)

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PlanTechBasicA powerful and streamlined planning experience, delivered one plan at a time.

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PlanTechBasicA powerful and streamlined planning experience, delivered one plan at a time.
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PlanTechBasicA powerful and streamlined planning experience, delivered one plan at a time.
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Summary

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PlanTechBasicA powerful and streamlined planning experience, delivered one plan at a time.
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We Never Share Your Information With Anyone

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PlanTechBasicA powerful and streamlined planning experience, delivered one plan at a time.

We Never Share Your Information With Anyone

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A Quick Reminder of Your Options at the End of 90-Days


I'm Done

Turn Off
Household

Both the Advisors Access & the Clients Access will be turned off.  The client will still be seen by you.  You can request for the plan to be fully deleted, but may still come back and pay the difference if you change your mind.

I'm Done for now, but
​I may want Access Later

Do
Nothing

It will cost $5 a month. You and your client will retain full access until you Turn Off the Household. We welcome you to check in regularly to check out all of the services we have to offer. 

I'm Done for now, but
​I'll need Access Later

Purchase
Annual

Pay $35 ($50 - $15) to purchase the plan for the remainder of a year.  An annual commitment gives a $10 discount.  Once your year is up, you can choose to maintain access for $5 a month ($50 a year) or Cancel.

I can't live without PlanTechHub

Upgrade to
Premium

Any Free Access Account can be upgraded to premium for $1,000 a year minus any Basic fees paid in the last year.  We can also move your Basic, StartingOutPlan, ProBono & More to the Premium Account.