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Start with a financial question. Explore supported choices, understand the tradeoffs and work out practical next steps with MyCIO. Saved plans let you continue the conversation as your situation changes.

MyCIO helps you plan what to do; it does not place trades or move your money. Check what we model and see an example before choosing a paid plan.

Help for the question. A plan for what comes next.

Choose how much ongoing help you need. Coverage limits apply to every tier; a purchase does not make an unsupported scenario available.

Value Map

Start with a question

Free
An initial check with stated assumptions
Free US sale-tax calculator using 2025 rules
No bank connection needed
Start free

Living Plan

Keep exploring your plan

$240/yr

Equivalent to $20/month; billed annually

Save and compare supported what-if scenarios
Inspect year-by-year projections
Return to your plan when your facts change
About $20/mo, billed annually at $240
Popular

Plus

Understand your choices and next steps

$4991st Year
Detailed planning explanations and supported comparisons
Practical next steps to review and carry out yourself
Includes the first year of Living Plan
Annual renewal: $240 per year
Check household and tax coverage before purchase

Wealth

Explore more detailed financial questions

$9991st Year
Plus features and supported advanced planning tools
Review account and estate assumptions before comparing options
Includes the first year of Living Plan
Annual renewal: $399 per year
Coverage limits still apply to complex cases

Cross-Border

Discuss whether your situation is supported

from $3,000
Contact us before purchasing
Country combinations and household facts need a scope review
Confirm the deliverables, price and ongoing terms with us
Talk to us

Keep It Alive — annual Living-Plan renewal

Plus and Wealth include the first year of Living Plan. The advertised annual renewal is $240 for Plus and $399 for Wealth. Review the renewal terms before purchase, and contact us to confirm terms for a Cross-Border engagement.

Every plan is computed, not advice. MyCIO shows you the numbers and the options — you decide. No securities recommendations. No money held or managed.

Prices shown are in USD. Review the total, billing interval and any applicable taxes shown at checkout before confirming payment. Questions about a plan or renewal? · Privacy policy