Transparent pricing for your subscription
Our service is structured around a straightforward monthly fee of $250, with no hidden costs or surprise charges. You get access to ongoing consultations, written summaries, and continued support for one clear price.
Meet our dedicated team
Our experienced professionals are here to support you.
Sophie Blake
Lead Planner
Focus area
Retirement planning
Key skills
Sophie brings a decade of experience helping clients plan for their futures with clarity and care. She specialises in retirement solutions and long-term planning.
Industry recognition
Awarded for excellence
Client satisfaction
High client ratings
James Hooper
Senior Consultant
Focus area
Life transitions
Key skills
James has over twelve years of experience guiding clients through major life changes, always focusing on clear communication and actionable solutions.
Trusted advisor
Long-term client trust
Professional certification
Certified planner
Amelia Clarke
Client Service Manager
Focus area
Client care
Key skills
Amelia ensures smooth communication and prompt responses for every client. Her attention to detail helps create a welcoming, reliable experience.
Team leadership
Managed support team
Service excellence
Consistently high ratings
Ethan Williams
Planning Associate
Focus area
Analytical reviews
Key skills
Ethan provides research and analysis for client reviews, ensuring every recommendation is supported by up-to-date information.
Innovative approach
New review methods
Continuous learning
Ongoing training
How your subscription works
Each step is designed to ensure you receive consistent, practical support and clear communication every month.
Initial welcome and onboarding
Start your subscription with an introduction session focused on understanding your needs and outlining how the service works.
Our goal
Build a strong foundation and mutual understanding.
What we do
We gather details about your situation, answer your questions, and explain the process in clear terms.
How we do it
Through a dedicated onboarding meeting, we ensure all your initial queries are addressed and you have a clear path forward.
Tools used
Secure video call, digital forms, welcome pack
What you receive
Introductory summary and personalised service outline
Monthly consultations and reviews
Each month, you meet with your planner to discuss developments, ask questions, and receive updated insights.
Our goal
Provide ongoing guidance and maintain open communication.
What we do
Hold regular meetings to review your progress, address concerns, and discuss any changes or opportunities.
How we do it
We prepare discussion points, listen to your input, and offer practical suggestions tailored to your situation.
Tools used
Video call, secure messaging, internal reports
What you receive
Session summary and action points
Progress tracking and support
After each session, you receive written summaries and can reach out with follow-up questions at any time.
Our goal
Keep you informed and supported between consultations.
What we do
Prepare detailed yet clear summaries and provide a channel for ongoing support as your needs evolve.
How we do it
Summaries are delivered securely, with options for additional clarification if needed.
Tools used
Email, secure portal, summary templates
What you receive
Session notes and support access
Annual review and service update
Once a year, we conduct a comprehensive review to ensure your plan still aligns with your goals and any life changes.
Our goal
Ensure your service remains relevant and valuable.
What we do
Review your progress, discuss any significant changes, and update your plan as needed.
How we do it
We invite your feedback and provide a clear summary of all updates and recommendations.
Tools used
Annual report, feedback survey, video call
What you receive
Updated summary and service review
Subscription plan options
Select the plan that best matches your need for regular support and transparency.
Standard Plan
Monthly consultations and written summaries
-
Monthly planner meetings
-
Session summaries
-
Secure communication
-
No hidden fees
-
Flexible scheduling
Plus Plan
Monthly meetings with added check-in support
-
Monthly planner meetings
-
Session summaries
-
Secure communication
-
Mid-month check-in
-
Flexible scheduling
Premium Plan
Comprehensive service with annual review
-
Monthly planner meetings
-
Session summaries
-
Annual review included
-
Secure communication
-
Flexible scheduling
-
Priority response
All plans are billed monthly with no hidden costs. Results may vary.
How we compare to others
See how our subscription stands out
Compare our transparent, client-first approach with traditional planning providers to make an informed choice.
criomenhoero subscription
Monthly consultations and summaries included
Transparent pricing
Know exactly what you pay each month
Ongoing support
Regular consultations and support included
Flexible scheduling
Book sessions at your convenience
Written summaries
Session notes provided after each meeting
No hidden fees
All costs disclosed upfront
Traditional advice firm
Often charges by the hour with extra fees
Transparent pricing
Know exactly what you pay each month
Ongoing support
Regular consultations and support included
Flexible scheduling
Book sessions at your convenience
Written summaries
Session notes provided after each meeting
No hidden fees
All costs disclosed upfront