Stop guessing your finances.
A dedicated CFP and CPA team, equipped with superpowers that watch and act on your taxes, equity, investments, cash, real estate, and goals.
$2,847,610
Your income caps Roth, not the backdoor. Fund it before you file for tax-free growth.
Every financial pillar in one view.
Investments
Balance your portfolio and build for the future.
Tax
Optimize your strategy to reduce your tax burden.
Retirement
Choose the smartest path to financial freedom.
Cash Flow
Have a plan and monitor your progress.
Real Estate
Understand how real estate impacts your portfolio and taxes.
Frame is the operating system for your financial life.
Bring every account together.
Frame connects taxes, equity, investments, cash, retirement, and goals in one place.
Find the next best move.
Software models the tradeoffs while your CFP and CPA decide what is worth doing now.
Keep the plan moving.
Your advisory team follows through, updates the plan, and watches for what changes next.
Model a decision. In real time.
Ask "can I afford this house?" — watch the full downstream impact resolve across taxes, retirement, and cash flow. Before you commit, not after.
$650K keeps your retirement track intact. Safe to proceed.
Across 10,000 market simulations, 98% end above your retirement target.
How we compare
| Frame | Traditional CPA | Traditional CFP | Budgeting App | |
|---|---|---|---|---|
| Account aggregation | Some | |||
| Tax planning | Limited | Limited | ||
| Tax prep & filing | ||||
| Equity comp planning | Limited | Rarely | ||
| Scenario modeling | ||||
| Proactive alerts | ||||
| Flat-fee pricing | Some | |||
| Always current |
Pricing
- Modern tax and financial insights on day 1
- Advanced tax strategies
- Equity optimization and planning
- Retirement forecasting and planning
- Crypto ready with CoinTracker integration
- Unlimited advisor access
- Everything in Core, plus:
- Family access for you and your partner
- Professional tax filing — up to 2 individual returns (Federal + 1 state each)
- Year-round proactive tax projections
- Charitable giving optimization
- Everything in Plus, plus:
- Complex tax planning and filing — multi-state, Schedule C, K-1s
- Advanced equity strategies — QSBS, 83(b), early exercise
- Estate coordination and legacy planning
- Priority advisor access with faster SLA
- Business entity structuring guidance
Be first in line.
Get early access to the plus plan. Frame will confirm the right fit before you commit.
