Meridian Planning
The facts below are what the maker publishes about Meridian Planning, checked and dated. Our editors have not written about it yet.
Plans and prices
From Meridian Planning's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Founding Member rate | $49 a month | First 25 customers only · 18 of 25 spots remaining |
| Solo Advisor | $79 a month | 1 user · up to 75 clients · all modules |
| Small Practice | $149 a month | Up to 5 users · 250 clients · all modules · priority support |
| Enterprise | $299 a month | Unlimited users · unlimited clients · custom onboarding |
The facts
Each one read from Meridian Planning's own pages, with the date it was checked.
What it does
- Advisory management
- The advisory module connects subscription tiers, meeting cadence, billing, and deliverables.checked 9 Oct 2026
- Cancellation
- The pricing section says customers can cancel anytime.checked 9 Oct 2026
- Designer experience
- The site says Sharon Griffin designed Meridian and has 45+ years in financial services and 12+ years in financial advisory.checked 9 Oct 2026
- Enterprise onboarding
- The Enterprise plan includes custom onboarding.checked 9 Oct 2026
- Founder experience
- The page says Meridian was designed by Sharon Griffin, described as having 45+ years in financial services and 12+ years in financial advisory.checked 4 Oct 2026
- Included modules
- The six named modules are Retirement, Business, Tax, Cash Value, Presenter, and Estate, and all six are included in every plan.checked 9 Oct 2026
- Intended users
- The product is built for financial advisors who also do tax.checked 4 Oct 2026
- Onboarding
- The Enterprise plan includes custom onboarding.checked 4 Oct 2026
- Product
- Meridian describes itself as a practice management platform for financial advisors who also do tax.checked 9 Oct 2026
- Retirement income
- The retirement income module includes Monte Carlo simulations, a Social Security optimizer, and bucket planning.checked 9 Oct 2026
- Small Practice support
- The Small Practice plan includes priority support.checked 9 Oct 2026
- Support
- The Small Practice plan includes priority support.checked 4 Oct 2026
- Tax workflow
- The tax module provides an 8-stage workflow pipeline for every return type.checked 9 Oct 2026
The company
- Company
- The site names Meridian Planning App LLC and says the product was built by Sharon Griffin and Brittany St Julian.checked 9 Oct 2026
Money
- Financial planning
- The financial planning module includes goals, retirement projections, insurance gaps, and debt planning.checked 9 Oct 2026
- Trial
- The site offers a free trial but does not state its duration on the page.checked 9 Oct 2026
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