Get Professional Advice—Without the Pricey Barriers

You shouldn’t need a million-dollar portfolio to get financial help. Our subscription-based planning model offers you consistent, professional guidance at a flat monthly fee—with no product sales and no pressure.


Whether you're starting your financial journey, facing a transition, or just want a trusted advisor in your corner, we’re here.

Because everyone deserves trustworthy guidance, not just the wealthy

At Our House Wealth Advisors, we believe good financial advice should be available to anyone who wants to make smart, intentional decisions. Our subscription-based model gives you access to a fiduciary advisor without asset requirements, hidden fees, or long-term contracts.

Who This Is For

  • Young professionals managing income, savings, and debt
  • Couples combining finances or planning for kids
  • Entrepreneurs, freelancers, and self-employed professionals
  • Individuals who want a second opinion or a financial “coach”
  • People in transition (new job, divorce, relocation, etc.)

What’s Included

  • Regular check-ins and unlimited Q&A
  • Help with budgeting, cash flow, savings goals
  • Investment strategy and retirement plan reviews
  • Tax-efficient decision-making support
  • Benefit elections and insurance reviews
  • Flexible updates as life evolves

Perfect for professionals, young families, small business owners, and anyone tired of wondering, “Am I doing this right?”

What’s Included in Your Plan

01

Unlimited Q&A access via email or scheduled calls

02

Budgeting, goal planning, and financial organization

03

Investment allocation guidance and employer plan reviews

04

Annual plan refreshes and proactive strategy updates

05

Life and insurance event support

Why It Works

  • You’re not locked into a certain product or asset model.
  • You control the pace—we guide the process.
  • It’s advice that adapts to your real life, not a hypothetical future.
See If Subscription Planning Is Right for You →