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Meridian Planning
What Meridian Planning is
Meridian Planning is a paid practice management platform for financial advisors who also do tax. Its tax module uses an eight-stage workflow pipeline for every return type, while the advisory module connects subscription tiers with meeting cadence, billing, and deliverables. Financial planning includes goals, retirement projections, insurance gaps, and debt planning. Retirement income tools include Monte Carlo simulations, a Social Security optimizer, and bucket planning. Six modules—Retirement, Business, Tax, Cash Value, Presenter, and Estate—are included in every plan. Plans include Solo Advisor at $79 a month for one user and up to 75 clients, Small Practice at $149 a month for up to five users and 250 clients, and Enterprise at $299 a month with unlimited users and clients. A Founding Member rate is $49 a month for the first 25 customers. Meridian offers a free trial and says customers can cancel anytime.
Who it suits
Meridian Planning is designed for financial advisors who also handle tax work. Plans address solo advisors, small practices, and enterprises with different user and client limits.
What it does well
- Eight-stage tax workflow
- Financial planning and retirement income tools
- All six named modules included
- Free trial available
- Customers can cancel anytime
What to know first
- No free plan
- Founding Member rate limited to first 25 customers
- Solo Advisor supports up to 75 clients
- Enterprise onboarding is custom
Limits
Meridian has no free plan. Solo Advisor covers one user and up to 75 clients, while Small Practice covers up to five users and 250 clients.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Small Practice | Up to 5 users · 250 clients · all modules · priority support | $149 a month |
| Enterprise | Unlimited users · unlimited clients · custom onboarding | $299 a month |
| Founding Member rate | First 25 customers only · 18 of 25 spots remaining | $49 a month |
| Solo Advisor | 1 user · up to 75 clients · all modules | $79 a month |
As meridianplanning.app lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Open https://meridianplanning.app/
- Start the available free trial
- Choose a plan: Founding Member, Solo Advisor, Small Practice, or Enterprise
- Select Enterprise for custom onboarding if needed
Verdict
Meridian Planning brings tax workflows, advisory management, financial planning, and retirement income tools into one practice platform. Its monthly plans scale users and clients, while every plan includes the six listed modules.
Questions
Does Meridian Planning have a free plan?
No. Meridian Planning offers a free trial but no free plan.
How much does Meridian Planning cost?
The listed plans are $49 a month for the Founding Member rate, $79 a month for Solo Advisor, $149 a month for Small Practice, and $299 a month for Enterprise.
What modules are included?
Every plan includes Retirement, Business, Tax, Cash Value, Presenter, and Estate.
Who built Meridian Planning?
Meridian Planning App LLC identifies Sharon Griffin and Brittany St Julian as its builders. The site says Sharon Griffin designed Meridian and has 45+ years in financial services and 12+ years in financial advisory.
Can customers cancel?
Yes. The pricing section says customers can cancel anytime.
Facts from Meridian Planning's own pages
- Advisory management
- The advisory module connects subscription tiers, meeting cadence, billing, and deliverables. · meridianplanning.app, 9 Oct 2026
- Cancellation
- The pricing section says customers can cancel anytime. · meridianplanning.app, 9 Oct 2026
- Company
- The site names Meridian Planning App LLC and says the product was built by Sharon Griffin and Brittany St Julian. · meridianplanning.app, 9 Oct 2026
- Designer experience
- The site says Sharon Griffin designed Meridian and has 45+ years in financial services and 12+ years in financial advisory. · meridianplanning.app, 9 Oct 2026
- Enterprise onboarding
- The Enterprise plan includes custom onboarding. · meridianplanning.app, 9 Oct 2026
- Financial planning
- The financial planning module includes goals, retirement projections, insurance gaps, and debt planning. · meridianplanning.app, 9 Oct 2026
- Founder experience
- The page says Meridian was designed by Sharon Griffin, described as having 45+ years in financial services and 12+ years in financial advisory. · meridianplanning.app, 4 Oct 2026
- Included modules
- The six named modules are Retirement, Business, Tax, Cash Value, Presenter, and Estate, and all six are included in every plan. · meridianplanning.app, 9 Oct 2026
- Intended users
- The product is built for financial advisors who also do tax. · meridianplanning.app, 4 Oct 2026
- Onboarding
- The Enterprise plan includes custom onboarding. · meridianplanning.app, 4 Oct 2026
- Product
- Meridian describes itself as a practice management platform for financial advisors who also do tax. · meridianplanning.app, 9 Oct 2026
- Retirement income
- The retirement income module includes Monte Carlo simulations, a Social Security optimizer, and bucket planning. · meridianplanning.app, 9 Oct 2026
- Small Practice support
- The Small Practice plan includes priority support. · meridianplanning.app, 9 Oct 2026
- Support
- The Small Practice plan includes priority support. · meridianplanning.app, 4 Oct 2026
- Tax workflow
- The tax module provides an 8-stage workflow pipeline for every return type. · meridianplanning.app, 9 Oct 2026
- Trial
- The site offers a free trial but does not state its duration on the page. · meridianplanning.app, 9 Oct 2026
Where Meridian Planning stands on Freedom251
- Financial Advisor Software#19 of 31