Frame

Re-frame
how you

build wealth
Schedule your free strategy call

$1,000/year · No AUM fees · Cancel anytime

It starts with a free strategy call

From first call to financial clarity in one week. Then, a dedicated partner for the journey ahead.

First day

30-min strategy call
Connect accounts & docs

In one week

Receive your plan
1-hour walkthrough call
Tax strategiesInvestment planEquity guidanceRisk review

Ongoing

Live dashboard
Direct advisor access
Quarterly check-ins
Schedule your free call

30 min · No commitment

The Frame Difference

Traditional financial planning is too slow, too rigid, and too greedy.
We're reframing what it means to have a financial expert on your side.

1
Financial Picture

See everything in one place, finally

Real-time cashflow tracking across all accounts

Smart budget management that adapts to your life

Unified view of partner and family accounts

2
Goal Planning

Data-driven confidence for every decision

Personalized roadmap tailored to your priorities

Detailed reports you can actually understand

Monte Carlo simulations to stress-test your plan

3
Big Decisions

Expert help when it matters most

Home buying and mortgage optimization

Family planning and education funding

Equity compensation and business decisions

4
Protection

Protection for your loved ones

Trusts and Wills setup and maintenance

Power of Attorney documentation

Emergency Access List for your loved ones

5
White-Glove Service

White-glove service from day one

Private group chat with your advisor team

24-hour response SLA, guaranteed

100% satisfaction guarantee or your money back

Your data belongs to you,
and only you

256-bit encryption

Your data is encrypted at rest and in transit using AES-256, the same standard used by major financial institutions.

Never sold, never shared

Your information is used only to serve you. We don't sell data or share it with third parties. Period.

Delete anytime

Request permanent deletion of all your data, no questions asked.

Frequently asked questions

Don't see your question? Ask us directly

What is a financial plan?

A financial plan is a structured, interactive roadmap that organizes your entire financial life—income, expenses, investments, taxes, debt, and goals. It shows you how your decisions today affect your financial future by connecting cash flow, net worth, taxes, retirement, and major life goals into one cohesive system.

Why do I need a financial plan?

People with financial planners build +48% more wealth over 20 years on average. A financial plan helps you know where you really stand financially, answer tough life questions with confidence (home buying, having kids, career changes), avoid tax mistakes, and build a roadmap for the next 5, 10, and 20 years.

How much does a financial plan cost?

High-quality financial plans typically cost $5,000+ per year, plus additional AUM fees. Frame offers a personalized financial plan for a flat rate of $1,000/year with no AUM fees. We include a 30-day 100% money-back guarantee if you aren't delighted.

How does the process work?

After your free strategy call, we set up your secure communication channel (Slack or Signal) and client portal. You connect your accounts and complete a brief questionnaire. We build your plan within a week, present our findings, and finalize based on your feedback. Then we create your custom dashboard and provide ongoing quarterly support.

What questions does a financial plan answer?

  • Can I afford to buy a home? What price range makes sense?
  • Can we afford to have kids? How does timing affect my finances?
  • When could I shift to part-time work or retire?
  • How do I reduce taxes and maximize long-term wealth?
  • What should I do with my equity/ISOs/RSUs/401(k)?
  • How does my financial picture change if I relocate?

Where is my data stored, and who has access?

Your data is stored securely using Frame (SOC 2 Type II compliant, read-only account access via Plaid), eMoney (industry-leading financial planning software with 256-bit SSL), and Google Drive for supplemental documents. We never share your data outside your dedicated team of four advisors.

Let's make a plan

If you have questions, we have answers.

Schedule your free call

30 minutes. No obligation. No credit card required.