Alliance Member

From: $2,000.00 / month



The Alliance Membership includes:

  • (1) Two-Hour Onboarding Call
  • (12) One-Hour Group Freedom & Legacy Planning Calls
  • (12) Thirty-Minute Monthly Planning Calls
  • Tax Advantaged Approach to Asset Allocation
  • Access to all live and virtual HSA events
  • eMoney Advisor Wealth Management Dashboard
  • Risk Tolerance Planning
  • Access to Exclusive, Vetted Deal Flow
  • Access to Members Only Portal of Extensive Educational Content
  • Special pricing for add ons such as calls and additional meetings
  • PIF discount

The membership level is designated for Non-Accredited Investors. Click Here for Accredited Investor information.

Additional information

Payment Options

Pay in Full, 12 Monthly Installments