Tax and financial planning from a CPA and Financial Planner team for one flat fee
Personalized insight report using Zi Wei Dou Shu and Bazi with AI analysis and human review
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
Not given
Pricing model
Freemium
Paid
Pricing
Software plans: Basic $20/month, Pro $100/month, Ultra $200/month, each with a 7-day free trial. Advisor plans (software plus CPA and Financial Planner team): Essential $3,600+/year, Plus $4,800+/year, Premier $12,000+/year. Additional state, K-1, or brokerage account: $150 each. Rental properties o
Solo report: USD 29 (regular USD 49). Duo report: USD 58 (regular USD 98). Both include main report and personal HTML web version, delivered within 48 hours.
Key features
Connect financial accounts securely with read-only access
AI-powered financial forecasting and scenario planning
Dedicated CPA for tax planning and filing
Dedicated Financial Planner for retirement and wealth management
Tracks for organizing financial projects and decisions
Estate and beneficiary planning coordination
Multi-state and international tax coverage options
AI analysis with human review for consistency and boundaries
Private HTML web version for long-term reference
Separate Zi Wei and Bazi analysis with cross-comparison
48-hour delivery after data confirmation
Long-form written report plus interactive web delivery
Duo option for partner, family, or co-founder compatibility
What makes it different
All-in-one: AI software, CPA, and Financial Planner on one integrated team
Flat fee pricing instead of percentage of assets
Tax filing included on every Advisor plan
30-day money-back guarantee on Advisor plans
Combines two traditional Eastern frameworks for comprehensive self-understanding
Human review ensures clarity and prevents fear-based language and pseudo-professional advice
Structured 12-chapter framework transforms metaphysical concepts into readable interpretation
Transparent about method limitations and does not claim to predict exact events