Question 1

How does the 14-day trial work?

Accepted Answer

Every signup gets 14 days at full capability in whichever plan you pick, no credit card needed. An Advisor-track signup gets the full Advisor trial, including multiple workspaces and pooled AI capacity. If the trial ends without an upgrade, the account drops to the Free tier: you can finish out your current top-priority focus, and further progress then requires a paid plan. Nothing is deleted, and your full plan stays visible. You can pay to re-enable your full-featured plan at any time.

Question 2

Can I switch plans later?

Accepted Answer

Yes, you can move between Individual and Advisor, or between monthly and annual billing, from billing settings at any time. Annual pricing is exactly 2 months free: $240/year for Individual, $490/year for Advisor.

Question 3

What does the Free tier include, forever?

Accepted Answer

The complete diagnostic, your full setup plan ordered by focus and risk priority across the whole journey, and the ability to fully work your single most-urgent focus, with no time limit. The rest of your plan stays visible; working it requires a paid plan.

Question 4

How does Advisor workspace billing work?

Accepted Answer

The $49/month ($490/year) Advisor plan includes 3 advisor-created business workspaces. Each additional workspace is $15/month or $150/year. Founders you invite into your workspaces are never charged; billing always follows the workspace owner.

Question 5

Do my clients pay anything when I own their workspace?

Accepted Answer

No. Billing follows the owner, so while you own a client's workspace, it's covered by your Advisor plan. If you hand ownership to the founder (available any time), billing follows them from that point. Transfer of workspace ownership only occurs after both parties confirm in their accounts.

Question 6

How do plan upgrades and downgrades work?

Accepted Answer

You can change your plan anytime from billing settings. Moving to a higher tier (Individual to Advisor for example) applies immediately: it prorates the difference and charges your card the same day. Any other change, going to a lower tier, or just switching between monthly and annual billing, is scheduled instead: your current plan stays fully active until the change takes effect at your next renewal, with no mid-cycle refunds or credits.

Question 7

Are extra workspace add-ons billed on the same cycle as my plan?

Accepted Answer

Yes. Extra Advisor workspaces bill as an add-on on the same subscription as your Advisor plan, sharing its billing cycle and renewal date. Adding a workspace mid-cycle prorates a charge today for the remaining days in the cycle. Removing/transferring one prorates a credit the same way, since the add-on tracks the number of workspaces you actually have. This is different from changing your plan tier itself (Individual/Advisor or monthly/annual), which is scheduled for your next renewal with no mid-cycle credit.

Question 8

Does adding an existing founder's business to my Advisor portfolio cost me anything?

Accepted Answer

No. When a founder invites you to help manage their business, you're added as an advisor member: the business stays owned by the founder, and their existing plan keeps billing them, not you. It doesn't count against your Advisor plan's included workspaces or add-on seats, since those only apply to businesses you create and own. Billing only shifts to you if ownership is formally transferred (a spin-off/handoff), which is a separate, deliberate action, not something that happens automatically by joining a portfolio.

Question 9

Can I cancel?

Accepted Answer

Yes, anytime, from billing settings. After cancellation you retain access to your current plan features until the end of your current subscription period (applies to all paid plans). Once that subscription period ends, the account drops to the Free tier: nothing is deleted, your plan stays visible, and you can resubscribe to a paid tier whenever you like.

Capability	Free	Individual	Advisor
Diagnostic + full setup plan	Included in Free	Included in Individual	Included in Advisor
Focuses you can work	#1 most-urgent only	All	All
Continuous reassessment	On your active focus	Included in Individual	Included in Advisor
AI Advisor	Not included in Free	15 messages/day	150 messages/day, pooled
Businesses included	1	1	3 (then $15/mo each)
Portfolio view	Not included in Free	Not included in Individual	Included in Advisor
Client invites + ownership handoff	Not included in Free	Not included in Individual	Included in Advisor
Priority support	Not included in Free	Not included in Individual	Included in Advisor

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