Membership

Invest in Your Financial Confidence

Start with a 21-day free trial — no credit card required.

Your monthly price depends on your relationship with PlanScope360.

Retirement Plan Participant

You're a monthly contributor to a PlanScope360 administered 403(b) or 457(b) supplemental retirement plan.

$2.99/mo

or $30.00/yr — save with annual billing

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PlanScope360 Client Employee

For employees of a PlanScope360 client.

$9.99/mo

or $99.00/yr — save with annual billing

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Standard

Your Employer is not a PlanScope360 Client.

$14.99/mo

Billed monthly

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Everything is included, at every tier

Take10 membership unlocks the full platform — your personal guide, the educator community, and the tools to build lasting financial confidence. The only difference between tiers is your price.

  • My Coach, your personal financial guide, available 24/7
  • Access to The Educator Community
  • A step-by-step journey built around your goals
  • Guidance on pensions, 403(b)s, and educator benefits
  • Members-only resources and plain-language tools
  • Cancel anytime — no long-term commitment

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