Subscription-based financial planning, $250 per month
Our pricing is simple: $250 each month covers all ongoing consultative reviews and support. There are no commissions, hidden costs, or extra fees—just transparent, consistent access to our team.
Hannah Doyle
Lead Financial Planner
Meet our advisory team
nexoriniva’s experts bring diverse experience, analytical skills, and a client-first approach.
Hannah Doyle
Lead Planner
Core skills
Hannah leads the team with a focus on unbiased advice and transparent processes.
Marcus Lee
Senior Advisor
Expertise
Marcus ensures clear, practical guidance tailored to each client’s needs.
Priya Singh
Advisor
Specialties
Priya provides responsive, approachable support and detailed analytical reviews.
James O'Connor
Advisor
Strengths
James focuses on efficient, well-communicated processes for every subscription.
How our subscription process works
From initial contact to ongoing support, our process is straightforward and fully transparent.
Day 1: Initial contact
Introductory call
We schedule a call to discuss your situation and explain our subscription terms, fees, and the consultative approach. All questions are welcome and answered clearly.
Business day response
Fee transparency
Week 1: Onboarding
Welcome & setup
After sign-up, you receive a detailed onboarding guide and connect with your dedicated advisor to establish preferences and communication routines.
Advisor assigned
Setup steps
Month 1: First review
Analytical review
Your first analytical review is delivered, providing practical insights and recommendations tailored to your circumstances. We explain all findings and next steps.
Custom review
Action items
Ongoing: Monthly support
Continuous access
Each month, you have direct access to your advisor for consultative reviews and support. You can adjust your plan or pause your subscription as needed.
Advisor access
Hidden fees
Our subscription pricing
Simple, transparent plans for ongoing support
Standard
Core consultative planning support monthly
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Ongoing analytical reviews
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Personal consultations
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Direct advisor access
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Transparent pricing structure
Flexible
Pause or adjust as your needs change
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Pause or resume any time
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No long-term contracts
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Same access as Standard
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Transparent monthly fees
Priority
Priority response and extended access
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Priority advisor response
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Extended consultation hours
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All standard features
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Monthly summary report
Compare your options
| Features | nexoriniva | Other firms |
|---|---|---|
| Transparent monthly pricing | ||
| Ongoing consultative reviews | ||
| Direct advisor access | ||
| No commission incentives | ||
| Pause or adjust subscription | ||
| Priority support option |