Included
Survey, my.finliti account, basic results.
Plans For Everyone
FIPI® and WealthIQ
FIPI® Discovery
Basic output is free. Full results unlock for $120.
Includes
Full FIPI® results.
WealthIQ Plans
WealthIQ
Starter
$0
always freeFree Plan
Your first complete WealthIQ financial plan with no credit card or commitment.
Best for: people who want a full baseline report before paying for saved scenarios or recurring access.
Start Free PlanYour first plan starts free. Paid checkout only begins when you choose unlock, add-on scenarios, or Pro Monthly.
1 complete financial plan
Run the full 8-step planning wizard and receive a baseline WealthIQ result.
Net worth and benchmark analysis
Use the net worth view, benchmark framing, and score-driven report card in the same flow.
PDF report delivered by email
Get the output sent to the email tied to your my.finliti account.
No card required to begin
Start the first full plan before choosing any paid WealthIQ checkout option.
Pay As You Go
$10
one-timeWealthIQ Unlock
Unlock the paid WealthIQ baseline after your free first plan so you can save history, compare scenarios, and use the richer account layer.
Best for: people who want the first paid step before moving into extra scenarios or the monthly plan.
Checkout runs through Stripe. Nothing is charged until Stripe is completed, and the access is tied to the email used there.
1 additional financial plan
Create the next full plan after your free baseline without starting a monthly subscription.
Everything in Free Plan
Keep the full plan flow, report delivery, and WealthIQ tool set already available in the free tier.
Couple's blended view
Open the account layer needed for partner and household planning scenarios.
Saved plan history
Keep prior plan outputs in the same account instead of treating each run as a one-off.
Priority email support
Move into the paid support path once you unlock the account.
Scenario Add-On
$10
per additional planAdditional Scenario
Add another saved WealthIQ scenario after your unlock when life changes, a partner is involved, or you want to compare a new direction.
Best for: occasional reruns without moving into a monthly subscription.
Checkout runs through Stripe. Nothing is charged until Stripe is completed, and the access is tied to the email used there.
1 more saved scenario
Run another full plan after the initial paid unlock without changing tiers.
Compare against prior plans
Use the saved account history to view a new path alongside earlier plan outputs.
Keep the same account context
New scenarios stay tied to the same login, history, and paid WealthIQ account layer.
Useful for live changes
Good for partner planning, a home purchase, business changes, or a major savings reset.
Monthly
$100
per monthPro Monthly
Run up to 20 plans per month with the recurring WealthIQ tier for households revisiting their numbers or advisors creating illustrations.
Best for: repeat planning, quarterly reviews, or higher-volume scenario work.
Checkout runs through Stripe. Nothing is charged until Stripe is completed, and the access is tied to the email used there.
20 plans per month
Keep recurring plan capacity available without paying one scenario at a time.
Everything in WealthIQ Unlock
Carry forward the paid baseline, saved history, and richer account layer from the one-time tier.
Monthly auto-refresh
Stay in a recurring planning rhythm instead of treating each revisit as a separate purchase.
Full plan archive
Keep a deeper history of plan runs and scenario updates over time.
Advisor-shareable links
Support sharing and review workflows when plans need to move between household and advisor contexts.
Priority support
Use the recurring tier when you want the strongest ongoing WealthIQ support level.
Need enterprise rollout support?
For advisory teams, family offices, custodians, and institutional buyers that need implementation, white-label options, or workflow integration.