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Pricing · 2026

FP Alpha pricing

5 plans on the record

Every plan

All-In-One Planning Solution

$1,995 a year

$1,995/YEAR; prices are listed annually

55 Snapshots: 35 Tax · 10 Estate · 10 Insurance; larger bundles available; unlimited logins

Enterprise

Priced on request

Custom pricing based on usage needs

Unlimited user logins

Estate Planning

Priced on request

Prices are listed annually; contact sales for pricing

10 Snapshots; all household documents covered by one Snapshot

Insurance Planning

Priced on request

Prices are listed annually; contact sales for pricing

30 Snapshots; home, umbrella, and auto documents covered by Snapshots

Tax Planning

Priced on request

Prices are listed annually; contact sales for pricing

75 Snapshots; one tax document per Snapshot