Choose the Right Level for Your Practice.
Owning Differently gives advisors access to the methodology, technology, and resources needed to build a more structured business-owner advisory process. Choose the level that fits how you plan to use the Owning Differently Platform today — with room to grow as your practice, team, or firm expands.
Become a Founding Advisor
Founding Advisor
For early advisors building their Owning Differently practice
Limited time — rate locked for life during early access.
- ✓Unlimited Owning Differently Diagnostics
- ✓Planning strategy library access
- ✓Automated Owning Differently Platform Diagnostic Reports
- ✓Pipeline tracking
- ✓Live onboarding & walkthrough
- ✓Founding advisor community access
Standard Advisor
Standard rate after early access ends
General availability pricing for advisors who join later.
- ✓Unlimited Owning Differently Diagnostics
- ✓Planning strategy library access
- ✓Automated Owning Differently Platform Diagnostic Reports
- ✓Pipeline tracking
- ✓Standard onboarding
- ✓Founding advisor community access
Practice
For established advisors coordinating a team
Team-ready plan with multi-seat coordination.
- ✓Everything in Founding Advisor
- ✓Up to 5 advisor seats
- ✓Shared client pipelines
- ✓Team coordination tools
- ✓Custom Diagnostic Report branding
- ✓Priority support
Enterprise
For broker-dealers & large advisory firms
Volume licensing for large advisory firms.
- ✓Everything in Practice
- ✓Unlimited seats
- ✓SSO & compliance controls
- ✓Dedicated success manager
- ✓Custom diagnostic configuration
- ✓Integration support
Common questions
Is the founding rate really locked in?
Yes. As long as your subscription stays active, you keep the founding advisor rate — even as pricing rises for advisors who join later.
Am I locked into a long-term contract?
No. Plans are month to month. Cancel any time and you keep every report you've already generated for your clients.
How many diagnostics can I run?
Unlimited. There is no per-client or per-report fee on any plan — run an Owning Differently Diagnostic with every business owner you meet.
How long does onboarding take?
Most advisors are running their first live diagnostic within a week. Onboarding is senior-led and includes a walkthrough on a real anonymized client scenario.
Do I need to be a specific type of advisor?
No. Owning Differently is designed for advisors who serve business owners across multiple disciplines. The PAID Architecture™ provides a shared structure for diagnosing planning opportunities, guiding decisions, and coordinating the appropriate expertise.
Can I put my own branding on the reports?
Custom Diagnostic Report branding is included on the Practice and Enterprise plans. Founding Advisor reports carry the Owning Differently Platform presentation format.
Not Sure Which Plan Fits?
Tell us how you work with business owners and how you plan to use Owning Differently. We'll help you determine the right starting point.
Schedule a Conversation