LevPlan Pricing
Choose the plan that best fits your financial goals and start your journey towards financial freedom with LevPlan.
Popular
Investment Referral Based
Perfect for investors who want guidance on investment decisions
$0
Free
✓
Investment strategy review✓
Portfolio analysis✓
Investment recommendations✓
Email support✓
Quarterly check-insEssential Plan
Comprehensive financial assessment and personalized recommendations
$199
One-time
✓
Complete financial assessment✓
Debt elimination strategy✓
Savings optimization plan✓
Investment roadmap✓
Retirement projection✓
One consultation callBest Value
I'm Ready!
Implementation-ready plan with ongoing support
$399
One-time
✓
All Essential Plan features✓
Action plan with implementation steps✓
Account setup assistance✓
3 months of email support✓
Quarterly progress reviews✓
Goal tracking dashboard✓
Two consultation callsPremium
FRP - Full Retirement Planning
Complete comprehensive retirement and wealth management plan
$799
One-time
✓
All "I'm Ready!" features✓
Advanced retirement analysis✓
Tax optimization strategies✓
Estate planning guidance✓
Insurance recommendations✓
Wealth preservation strategies✓
12 months of email support✓
Monthly progress reviews✓
Unlimited consultation callsPremium
FRP - Full Retirement Planning
Complete comprehensive retirement and wealth management plan
$799
One-time
✓
All "I'm Ready!" features✓
Advanced retirement analysis✓
Tax optimization strategies✓
Estate planning guidance✓
Insurance recommendations✓
Wealth preservation strategies✓
12 months of email support✓
Monthly progress reviews✓
Unlimited consultation calls