Published pricing
See planning tiers, investment fees, and estate packages before you ever book a call.
Tampa, Florida
Financial Planning in Tampa
Alex Bethune, CFP®, CEPA®, fiduciary planning for business owners and working professionals. In-person meetings in Tampa Bay, virtual planning nationwide.
Money Planning is based in Tampa, but we're not limited by geography. Most of our client relationships are virtual-first, with local, in-person meetings when it makes sense, especially for estate document signings and business-owner networking.
If you're in Tampa Bay, you'll recognize the local identity. If you're across the country, you'll still get the same published pricing, plain-English advice, and ongoing planning partnership.
Business Owners in Tampa
Exit planning, tax strategy, owner compensation, and connecting your business finances to your personal plan.
Planning for Tampa business ownersWorking Professionals in Tampa
Cash flow, debt strategy, employer benefits, investing, and a wealth-accumulation plan that keeps up with your life.
Planning for Tampa professionalsFiduciary advice
Recommendations explained in plain English, with your interests first.
No asset minimums
Planning memberships start at $100 a month, built for people building wealth, not just managing it.
Based in Tampa. Built for clarity.
Book a free intro call. We'll talk through your situation and tell you honestly whether we're the right fit.
Book a Free Intro Call