All-In-One Planning Solution
$1,995 a year
55 Snapshots: 35 Tax · 10 Estate · 10 Insurance; larger bundles available; unlimited logins
Checked 7 Oct 2026
Plans and prices
FP Alpha pricing
Enterprise
Priced on request
Unlimited user logins
Checked 7 Oct 2026
Estate Planning
Not listed
10 Snapshots; all household documents covered by one Snapshot
Checked 7 Oct 2026
Insurance Planning
Not listed
30 Snapshots; home, umbrella, and auto documents covered by Snapshots
Checked 7 Oct 2026
Tax Planning
Not listed
75 Snapshots; one tax document per Snapshot
Checked 7 Oct 2026