Founders Professional

Get an immediate 50% off the list price and that is included in your lock price.

All new features and modules added to the platform over the next 3 years are yours at no extra cost.

• Advanced tax calculations federal, state, and local
• Monte Carlo and Black Swan analysis
• Debt Payoff with sync
• Insurance Optimizer purchase and review
• Insurance Claims Optimizer
• Social Security Optimizer
• IRA to Roth Conversion Optimizer
• Contact Manager into CRM
• Added Sharing permissions consumer and pro’s
• More mobile apps 
• Advanced Reminders, Notifications, Observations

*legal for details

A dedicated Founders email provides you with exclusive, prioritized support.  *legal for details

Receive special badging, promotions, and rewards to recognize your status as a founding member. 

In addition to a full-featured plan for your own professional use, each Pro plan includes 2 complimentary client full subscriptions (a $29.90 value). As an exclusive benefit, Founders’ members receive 2 more client subscriptions, plus one complimentary for themselves personally.  5 free full featured subscriptions a $99.75 value) and 50% off any additional client plans for three years from start date.  *legal for details

Get to test and provide feedback on new features and modules before anyone else. help shape all the features you want to see that address our company vision to “Improve the financial journey for everyone, everywhere”.

As a founding member, we are exploring the possibility of offering you the chance to invest in Asset Planet. This is a potential opportunity to own a piece of our future, exclusively available to both consumer and professional members who meet specific legal and regulatory requirements. We are exploring a range of options, including different share classes that could accommodate a broad group of investors while another might be limited to accredited investors. *legal for details

Investing Opportunities- is a future possibility and not a guarantee. Any such offering is subject to all applicable legal and regulatory approvals, including those of the U.S. Securities and Exchange Commission (SEC) or other governing bodies. There is no assurance that this offer will ever materialize, and if it does, the terms, structure, and eligibility requirements will be determined at that time. Your eligibility to participate will be contingent upon meeting all requirements of the governing legal body for the specific class of shares being offered.

Act now. This offer is strictly limited to the first 500 professionals.

• Limited Program & Early Termination

The Founders Benefit Package is a limited-time program and is subject to early termination at the company’s sole discretion. The company reserves the right to modify or terminate this program, in whole or in part, at any time without prior notice. Upon the program’s expiration or termination, no new members will be able to enroll, and the benefits, pricing, or features of this original offer will no longer be available.

• Optional Features & Add-ons

Features, services, or premium add-ons introduced by the company that are not explicitly included in the Pro Plan may still be provided at no additional cost. Founders Club members will receive at least a 50% discount on any premium features that involve third-party costs. For example, advanced AI tools with premium capabilities may carry additional value, but our goal is to offer them to Founders at or near our actual cost. Roadmap features are not guaranteed and are subject to deletion or modifications.

• Additional Users

Any new users added to a Founders Benefit Package subscription after the initial 500-subscriber limit has been reached will not be entitled to the Founders promotional rate. These additional users will be subject to the standard subscription rate and terms applicable at the time of their addition. The benefits of the Founders Package are exclusive to the original qualifying subscriber and are non-transferable.

General Terms

• The benefits of the Founders Benefit Package are non-transferable and have no cash value. The company reserves the right to determine, at its sole discretion, what constitutes a “professional user” for the purposes of program eligibility. The company’s determination of eligibility will be final and binding. This offer is provided in conjunction with our standard terms of service, which can be found on our website.

• Maximum Free Months 

• The complimentary membership benefit available to active, paid subscribers is limited to a maximum of nine (9) months within any single calendar year. Eligibility requires maintaining a minimum of three (3) consecutive months of an active paid subscription during that same year. This 9-month limit applies in total, including the combined duration of any other promotional offers—no combination of promotions may exceed this cap.