Pricing
What it costs, before you decide
Every fee is agreed in writing before work starts, and the introductory call is free.
Plans, implementation, ongoing support and third-party costs are priced separately, so you only pay for what you choose.
A free 15–30 minute conversation to discuss what you need, how we can help and the next step.
Sequence Advisory
Financial plans
The diagnosis and the written plan are one product at one price, charged once.
Personal financial planning is available now. Investment and securities advice will be offered once Sequence & Co. is a registered investment adviser.
Sequence Advisory
Implementation (optional)
Optional. Pay only for the modules you choose.
Three or more modules together cost less.
Investment and securities services are not offered until Sequence & Co.’s registration as an investment adviser is effective.
Sequence Advisory
Ongoing support (optional)
Implementation includes 3 months of Strategic at no extra charge; the plan alone does not. Continuing after that is your choice, and nothing is billed unless you choose it.
Sequence Insurance
There is no separate implementation fee for insurance placed through us. We receive commissions from the insurance carrier. We explain our compensation before you decide, and you may choose another provider. Premiums and product terms still apply.
Insurance products are offered through Sequence & Co. LLC where it is licensed. Product availability varies by state and by carrier, and guarantees are backed by the claims-paying ability of the issuing insurer.
Sequence Business
Business services
Business fees are starting prices, confirmed in writing before work starts.
The free introductory call is not the paid Clarity Session.
Other costs
Not in these fees
- Insurance premiums
- Government filing fees
- Software after any included period
- PFOS, a separate subscription
Related
Keep exploring
The next step
Start with a conversation
A free 15–30 minute conversation to discuss what you need, how we can help and the next step.
The introductory call is a conversation about fit and scope. It is not the paid diagnosis, the written plan, a business Clarity Session or a full policy analysis.