Transparent Pricing

Meeting You
‍‍Where You're At

The Launch Pad

Best for creators earning $50K–$150K who need a financial foundation.
Investment portfolio managed by a CFP® (automated allocation, tax-efficient, rebalanced quarterly)
Tax-smart strategies
Budget & cash flow system
Emergency fund set-up & maintenance
Insurance analysis
Life & goal planning
Quarterly check-ins
Anytime support & access to a CFP®
Starting at
$150/ month
Get Started

Most Popular

The Horizon Plan

Best for creators earning $100K–$250K ready for tax optimization.
Everything in Launch Pad, plus:
Advanced Tax Optimization
Quarterly tax estimates & payment reminders
S-Corp election analysis
Credit & deduction maximization
Advanced Retirement Planning
Additional retirement planning options (401(K), SEP IRA)
Tax-free retirement strategy (Roth conversions)
Business Financial Strategy
Access to high-yield business savings accounts
Basic estate planning
Starting at
$300/ month
+3 EXTRA months
Get Started

The Orbit Plan

Best for creators earning $250K+ & scaling a business.
Everything in Horizon, plus:
Business Growth & Scaling
Growth strategy & financial planning for your business
Banking system optimization
Financial & legal team building & coordination
Team & Employee Benefits
Employee benefits package design
Retirement plan setup & management
Employee education & one-page financial plans
Exit & Succession Planning
Business sale preparation
Acquisition evaluation
Succession planning
Advanced Risk Management
Business insurance review
Starting at
$600/ month
+3 EXTRA months
Get Started

Frequently Asked Questions

Your Questions.
Our Answers.

Do I sign a contract?

Ongoing Planning

Yes, you do sign a 12-month contract that transitions to a month-to-month contract after the first 12 months.

What if I want to switch plans?

Flexible Options

You're welcome to switch plans annually. In between then, it is a singular basis.

After all, we're here to improve your financial position and confidence, not harm it.

What happens if my income drops?

Human First Approach

This isn't a cut-and-dried contract. We're human, you're human, and sometimes life just happens. With that said,  we'll work with you when it comes to this.

I said it once, and I'll say it again: after all, we're here to improve your financial position and confidence, not harm it.

Do you file my taxes?

We Help You Save Not File

No—we do tax planning (strategies to minimize what you owe). We work alongside your CPA or can refer you to one.

Are there any hidden fees?

Fee-Only Approach

No. Your monthly fee covers everything listed in your plan. Investment accounts have minimal fund fees (industry standard), but no additional advisor fees.

Are you a fiduciary?

CERTIFIED FINANCIAL PLANNER®

Yes. As a CFP®, I'm legally required to act in your best interest, not sell you products.

The Moonshot Difference

What Makes
Moonshot Different?

Moonshot Planning

Best for content creators, freelancers, small businesses, or those with irregular income, who need help with cash flow, tax planning, investing, and more.
Specilization
Creator focused, whether it's UGC, YouTube AdSense, or any other creator
Focused on systematizing your irregular income to be consistent and reliable
Created by creators for creators
Education
Guided by CERTIFIED FINANCIAL PLANNERS®, the gold standard of the industry
CFP®'s are always acting as a fiduciary, in other words, in your best interest
Pricing
Fee-only pricing model, we don't make commissions on anything we recommend
Avoid conflicts of interest when recommedning products
No minimum

Who You Avoid

Best for boomers, or those over the age of 60, nearing or already in retirement, and who need help with things like retirement income planning or leaving a legacy.
Specilization
Focused on multimillionaires or those nearing or in retirement (boomers)
Gathers income inforamtion once per year, when renewing your finaical plan
Created by boomers for boomers
Education
May or may not be a CFP®, do youreself a favor and please ask
As they may or may not be a CFP®, it's unclear if they'll act in your best interest
Pricing
Fee-based or commission only, yeah, they make commissions on almost everything
A natural conflict always exists, as they make money when you buy products
$1,000,000 asset minimum

Not sure which
plan fits?

Book a Free Financial Health Check, and we'll review your situation and recommend the right plan.

Free Financial Health Check
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