Simple, Transparent Pricing

Choose the plan that fits your needs. All plans include a 14-day free trial.

Free

Get started at no cost

$0 /month
  • Up to 10 policies
  • Unlimited family loans
  • 5 family member accounts
  • All calculators & tools
  • 1 GB document storage
  • Email support
Most Popular

Premium

For growing families

$9.99 /month
  • Unlimited policies
  • Unlimited family loans
  • 15 family member accounts
  • All calculators & tools
  • 10 GB document storage
  • Priority support
  • Advanced reporting

Advisor

For financial professionals

$49.99 /month
  • Up to 25 client families
  • Unlimited policies per family
  • Client portal access
  • All calculators & tools
  • 50 GB document storage
  • White-label presentations
  • Dedicated support

Enterprise

Need more than 25 client families? Custom integrations? API access? Let's talk about a custom solution for your organization.

Contact Sales

Frequently Asked Questions

Can I change plans later?

Yes! You can upgrade or downgrade your plan at any time. Changes take effect at your next billing cycle.

What happens after the free trial?

After 14 days, you'll be prompted to enter payment info to continue. Your data is always preserved.

Is my data secure?

Absolutely. We use bank-level 256-bit encryption, secure cloud hosting, and follow industry best practices.

Can I export my data?

Yes, you can export all your data at any time. Your data belongs to you.

Start Building Your Family Bank Today

14-day free trial. No credit card required.