Billing & Tier
Account → Billing
Current Tier
Vision Catalyst™
$80,000–$150,000 / year · Active since Jan 2025
Next Payment
Jul 1
$10,000
Paid This Year
$50K
5 of 12 payments
Contract Renewal
Jan '26
7 months away
Compare Service Tiers
Project Accelerator™
$25K–50K
annually · entry level
BEACON™ onboarding + community assessment
1 focused initiative design
Vetted implementation partner matching
Quarterly Impact Index™ access
City cohort membership
Brand integration strategy
Investment vehicle design
CDFI + CLT structuring
Custom Impact Index™ edition
Current Plan
Vision Catalyst™
$80K–150K
annually · recommended
Everything in Project Accelerator™
Multiple initiative design + coordination
Brand integration + media strategy
CDFI + Community Land Trust structuring
Community Wealth Fund setup
Monthly advisor sessions
Impact Index™ profile feature
Investment vehicle design
Custom Impact Index™ edition
Multi-community coordination
Legacy Architect™
$300K–400K
annually · highest impact
Everything in Vision Catalyst™
Multi-community waterfall coordination
Custom branded Impact Index™ edition
30-year legacy planning + succession
Investment management (up to $100M AUM)
Investor cohort formation + coordination
Weekly advisor access
Media + PR campaign integration
B-Corp certification support
Legacy Cohort private community
Payment Method
VISA
•••• •••• •••• 4821
Expires 09/27 · Jordan Barnes
Primary
Payments processed via ACH or wire transfer. Monthly installment plan active. Contact your advisor to adjust payment schedule.
Invoice History
DateAmountStatus
Jun 1, 2025$10,000PaidPDF
May 1, 2025$10,000PaidPDF
Apr 1, 2025$10,000PaidPDF
Mar 1, 2025$10,000PaidPDF
Feb 1, 2025$10,000PaidPDF
Jul 1, 2025$10,000Upcoming