Explore a new way to approach your financial planning needs

Subscription-based service, clear monthly fee, ongoing support

Gain clarity and confidence with a $250/month financial planning subscription. Our team provides ongoing advice, monthly reviews, and direct access to experienced advisors—without hidden fees or commissions. Analytical reviews and regular consultations help you navigate changing financial landscapes. Results may vary.

Contact us Learn more

Not financial advice. Results may vary. Fees: $250/month. No refunds or performance guarantees.

Service highlights and advantages

Discover the practical benefits of a financial planning subscription with transparent pricing and consistent advisor access

Priority

Direct advisor access

Reach a qualified advisor for guidance at any time each month.

Clients value our responsive communication.
$250

per month

Consistent

Monthly progress reviews

Regular check-ins to help you stay informed and updated.

Schedule reviews around your needs.
1

review monthly

Objective

Unbiased recommendations

Receive advice without commissions or product sales involved.

Advice based on your unique situation.
100

percent neutral

Flexible

Remote consultations

Flexible scheduling for phone or online meetings each month.

Consult from the comfort of your home.
24/7

support access

Expert

Experienced team

Our advisors bring years of experience to every consultation.

Diverse backgrounds in finance.
15+

years average

Clear

Transparent billing

Simple, clear subscription—no hidden costs or extra fees.

Know exactly what you pay.
$250

per month

Insight

Analytical reviews

We offer analytical reviews and consultation-focused insights.

Stay aware of market dynamics.
Monthly

frequency

Service journey

Our subscription model puts clients at the centre with a focus on clarity, straightforward advice, and responsive support. We avoid commissions and complex billing, making every interaction transparent and consultative.

  • Initial consultation and needs assessment
  • Tailored planning and recommendations
  • Monthly reviews and check-ins
  • Ongoing access to advisors
91percent
Subscriber satisfaction rate
2hours
Average advisor response time
120sessions
Monthly consultations delivered

A growing community of subscribers

Our team is dedicated to providing ongoing support and transparent planning for every client

320
Active monthly subscribers
875
Consultations delivered yearly
4
Years of service experience
7
Qualified team members

Client testimonials

Read what our subscribers say about our service

Subscriber

“Thoughtful, ongoing support”

“I was searching for a planning service that offered steady advice without the pressure of product sales. Since joining, I’ve appreciated the monthly reviews and the clarity of my advisor’s recommendations. The process is streamlined, and the cost is always clear. I would recommend this to anyone who wants consistent guidance, though sometimes responses take a few hours.”
Consistent Clear pricing No product sales
Michelle Evans
Business owner, Evans Group
Member

“Responsive and clear advice”

“Before subscribing, I was overwhelmed by the options out there. Working with orindavexalo has made my planning much less stressful. Their advisors are approachable, and I feel heard. My only wish is for even faster email replies, but overall, I’m very satisfied.”
Empathetic Reliable Flexible
James O'Donnell
Consultant, OD Solutions
Client

“Transparent and personalised”

“I value the unbiased approach and flat monthly fee. The team is knowledgeable, addresses my questions, and adapts to my changing needs. Results may vary, but I appreciated the honesty and direct communication throughout the process.”
Personalised Transparent Supportive
Rachel Kim
Project manager, KIMCO

Frequently Asked Questions

Find answers to common questions about our subscription and service

You pay a flat monthly fee for ongoing access to planning consultations, monthly reviews, and direct communication with our team.

No. Your $250/month covers all included services, with no commissions or hidden product sales. Everything is clearly explained.

Consultations focus on reviewing your current situation, discussing options, and providing neutral, practical advice tailored to your needs.

We do not guarantee outcomes or offer refunds, as every situation is unique. Results may vary for each subscriber.

Ready to explore a new approach?

Join our growing community of subscribers and experience the benefits of ongoing, transparent financial planning support.

1

Book your initial call

Schedule a consultation to discuss your needs and expectations.

30 minutes
2

Plan development

We create a tailored planning approach based on your goals.

1 week
3

Regular monthly reviews

Stay informed with ongoing check-ins and direct advisor access.

Monthly

Subscribe or reach out today

Take the next step towards ongoing, practical planning support with our team.

See our pricing
Secure data
Unbiased advice