Simple subscription for financial planning needs
$250 monthly fee
Our subscription covers regular consultations, APR information, and ongoing support. There are no additional commissions or hidden charges—just straightforward service terms.
Results may vary depending on individual circumstances.
Meet our dedicated team
Our experienced planners are committed to providing unbiased guidance and ongoing support.
Morgan Rivers
Lead Planner
Expertise
Morgan ensures every client receives clear, unbiased support and consistent communication.
Key skills
Top-rated advisor
Client satisfaction leader
Service excellence
Consistent monthly reviews
Sophie Lin
Client Advisor
Expertise
Sophie specializes in personalizing each consultation and ensuring clients fully understand their options.
Key skills
Client favorite
Personalized approach
Trusted advisor
Highly rated feedback
David Grant
Service Manager
Expertise
David ensures smooth service delivery and clear communication about subscription terms.
Key skills
Operations leader
Efficient service
Excellence award
Outstanding support
Emily Carter
Client Support
Expertise
Emily provides responsive support, helping clients with scheduling and service questions.
Key skills
Client support star
Responsive service
Timely assistance
Efficient solutions
Your subscription process explained
From signup to ongoing consultations, we ensure every step is clear, transparent, and supportive. Here’s how our monthly subscription works for you.
Sign up online
Select your subscription and provide necessary details through our secure portal.
All terms, APR, and fees are outlined before you finalize your subscription. Our team is available for questions at any point.
Introductory consultation
Your dedicated advisor schedules a session to review your needs and discuss your goals.
We clarify your current situation, explain all included services, and answer your questions about the subscription terms.
Monthly planning session
Each month, you’ll meet with your advisor to review progress and address new developments.
These sessions cover your evolving needs, with transparent feedback and a focus on clarity. Details regarding APR and fees are always provided.
Ongoing support
Access support anytime for questions or updates. We maintain open communication throughout your subscription.
Your advisor remains available for clarification or changes, ensuring you always understand your options and terms.
Your subscription process explained
From signup to ongoing consultations, we ensure every step is clear, transparent, and supportive. Here’s how our monthly subscription works for you.
Subscription plans
Choose the right option for your needs
Standard
Includes all standard planning services, monthly reviews, and APR info.
- Monthly consultations
- Transparent APR
- Ongoing support
- No commissions
Plus
Adds priority scheduling and extended consultation sessions to standard features.
- Priority scheduling
- Extended sessions
- All Standard features
- Transparent terms
Premium
Includes dedicated specialist access and annual in-depth review with all Plus features.
- Specialist access
- Annual review
- All Plus features
- Transparent APR
How quinteravia compares to others
See how our transparent, subscription-based approach stacks up against traditional planning services and other providers.
| Key features | quinteravia | Traditional Firm | Other Subscription |
|---|---|---|---|
| Monthly flat fee structure | Yes, $250/month | Varies | $275/month |
| Transparent APR and terms | Included | Not always | Sometimes |
| Unbiased, no-commission advice | Always | Rarely | Most of the time |
| Ongoing monthly support | Included | Not standard | Included |