One monthly fee for ongoing planning
relquintavo’s subscription model provides comprehensive financial planning for $250 per month. This fee covers all consultations, reviews, and direct access to your advisor.
Jordan Lee
Lead Planning Advisor
Meet your planning team
Our advisors bring a range of expertise to support your financial journey.
Jordan Lee
Lead Advisor
Key Skills
Jordan specializes in complex planning scenarios and ongoing client support.
Certified Planner
Recognized expertise
Client Service Award
Outstanding support
Taylor Smith
Senior Planner
Key Skills
Taylor focuses on relationship-driven planning and adaptability.
Team Leader
Strong collaboration
Innovation Award
Creative solutions
Morgan Patel
Planning Specialist
Key Skills
Morgan is known for thorough analysis and attentive client care.
Certified Specialist
Advanced training
Client Choice
Trusted advisor
Avery Kim
Associate Advisor
Key Skills
Avery brings a detail-oriented approach and excellent communication.
Academic Honors
Top of class
Client Service
Highly rated
Our planning process explained
Your subscription includes a clear, step-by-step planning journey designed for ongoing support and flexibility.
Initial Consultation and Discovery
We begin with an in-depth meeting to learn about your financial goals, current situation, and preferences.
During this stage, your advisor will gather relevant details and discuss your expectations for the planning relationship.
Plan Review and Recommendations
Your advisor conducts a thorough review and provides tailored recommendations based on your needs.
You’ll discuss suggested adjustments and decide on the best course of action together.
Implementation and Support
We guide you as you implement recommendations, offering support and answering questions throughout the process.
Your advisor is available for ongoing communication and plan adjustments as needed.
Ongoing Reviews and Adjustments
Regular check-ins and plan updates are included, so your planning stays aligned with changes in your life.
Schedule reviews as needed to ensure your plan remains relevant and effective.
Subscription pricing options
Choose the plan that fits your needs. All plans include ongoing access to your advisor.
Standard Plan
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All consultations included
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Direct advisor access
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Comprehensive reviews
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Plan updates anytime
Premium Plan
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Priority scheduling
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Quarterly in-depth review
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Dedicated support line
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Personalized reporting
Business Plan
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Team consultations included
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Annual planning sessions
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Custom reporting
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Business support
How we compare
Compare relquintavo with other subscription services
relquintavo
Comprehensive planning access
Dedicated advisor access
Direct advisor communication included
Transparent pricing
No hidden fees or extra charges
Regular plan reviews
Ongoing support at no extra cost
Comprehensive planning
Full-scope planning included
Planner Plus
Basic review support
Dedicated advisor access
Direct advisor communication included
Transparent pricing
No hidden fees or extra charges
Regular plan reviews
Ongoing support at no extra cost
Comprehensive planning
Full-scope planning included
Guided Path
Flexible plan reviews
Dedicated advisor access
Direct advisor communication included
Transparent pricing
No hidden fees or extra charges
Regular plan reviews
Ongoing support at no extra cost
Comprehensive planning
Full-scope planning included