Membership
Membership plans
All plans include our 12-month commitment — your path to disciplined wealth building. Sign up in minutes via Stripe with Apple Pay, Google Pay, or ACH.
Complimentary
Client Portal — Free
Included at no cost for every existing tax customer. Secure document vault, return archive, and encrypted messaging.
The starting discipline
Essentials
$30/mo
Billed monthly · 12-month term
- Quarterly financial reviews
- Model portfolio access
- Annual tax filing (1040)
- Member education library
- Client portal & document vault
Exclusive · family & business
Legacy
$1,200/mo
Billed monthly · 12-month term
- Dedicated advisor & CPA
- Business building & personal tax strategy
- Trust, estate & generational planning
- Private research & deal flow — shared only within the NSE family
- Concierge onboarding & priority access
Our commitment policy
A twelve-month runway. Then, complete freedom.
Every new membership begins with a 12-month commitment. This lets us implement your plan, review progress, and adjust course without short-term pressure. After year one, your subscription renews month-to-month unless cancelled.
If cancelled early within the first year, the remaining balance (or an equivalent early-termination fee) will apply. All terms live in your Membership Agreement, and cancellation is available through your client portal — the same way you joined.
Questions? Talk to us