SeniorThrive

A will, an insurance policy, a power of attorney. My Documents keeps them in one place so the people supporting you can find what they need without searching a filing…

My Documents: the vault for the papers your family will need

No. Fourteen days is the whole trial and there is no way to extend it. What there is instead: a Free plan that never expires and keeps everything you built.

Can I get more time on my trial?

A plain tally of who is in your Circle, what each person costs, and the total. Nothing is charged until you say yes, and the date it would start is…

What is the screen showing me on day 14?

Your account moves to the Free plan. Nothing is deleted, nothing is locked behind a wall, and you are not charged. Here is exactly what changes and what does not.

What happens on the day my trial ends?

Nothing starts while you are setting up alone. Your fourteen days begin the day your loved one joins, and you both get the full fourteen together.

I signed up before my parent joined. When does billing actually start?

The complete list, not a sample. The Free plan never expires, never asks for a card, and is a real plan rather than a locked demo.

What is free forever?

Cancel any time with no penalty. Your plan runs to the end of the period you paid for, then drops to Free. Cancelling is not the same as closing your…

How do I cancel, and what happens to my data?

Your account details live in Preferences, reached from your account menu. Here is what is on each tab, how to change your email or password, and how to download your…

Account settings: where everything lives in Preferences

If you cannot remember your password, you do not need to contact anyone. You can reset it yourself in about a minute. Here is how, and what to do if…

Resetting your password

One paid plan at $29 a month, a Free plan that never expires, a seat for everyone else in the circle, and a 14-day trial with no credit card. Here…

What it costs, and what the trial looks like

Essential is $29 a month, or $290 a year, and covers two people. Everyone after that is a seat. Here is what you pay, when billing starts, how to manage…

Your plan and billing, explained plainly

The current Advisor Platform License tiers, the Family Seats and Concierge Onboarding add-ons, and what a license actually covers. Generated from the sponsor page, so it does not go stale.

Advisor and sponsor pricing

Brian Fluhr

Your plan, what it costs, your documents, and your settings.

Your account & billing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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