Pricing
The individual Financial Readiness Assessment is free. Paid software for authorized financial-planning firms is planned but not yet available while pricing, access, and billing controls are finalized.
For individuals
$0
No credit card is required. The free assessment does not begin a trial, create a paid subscription, or authorize future charges.
For firms
Pricing pending
Paid subscriptions and public checkout are not yet available. No purchase can be completed from this page today.
Before a paid checkout becomes available, PlanBolt will display the exact price in U.S. dollars, billing interval, included access, applicable taxes, and any renewal, cancellation, refund, or trial terms immediately next to the purchase action.
Stripe will process payment credentials. PlanBolt will not receive or store full card or bank-account numbers. Subscriptions will be manageable through PlanBolt billing controls or Stripe's customer portal once the service launches.