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SPECIFICTION
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Meridian Planning

meridianplanning.app

From $49/mo Free trial
Visit meridianplanning.app
Spec score 7.8 #12 of 31 in Financial Advisor Software

Spec sheet

Product
Meridian describes itself as a practice management platform for financial advisors who also do tax.Read 9 Oct 2026 · meridianplanning.app
Intended users
The product is built for financial advisors who also do tax.Read 4 Oct 2026 · meridianplanning.app
Trial
The site offers a free trial but does not state its duration on the page.Read 9 Oct 2026 · meridianplanning.app
Support
The Small Practice plan includes priority support.Read 4 Oct 2026 · meridianplanning.app
Company
The site names Meridian Planning App LLC and says the product was built by Sharon Griffin and Brittany St Julian.Read 9 Oct 2026 · meridianplanning.app
Advisory management
The advisory module connects subscription tiers, meeting cadence, billing, and deliverables.Read 9 Oct 2026 · meridianplanning.app
Cancellation
The pricing section says customers can cancel anytime.Read 9 Oct 2026 · meridianplanning.app
Designer experience
The site says Sharon Griffin designed Meridian and has 45+ years in financial services and 12+ years in financial advisory.Read 9 Oct 2026 · meridianplanning.app
Enterprise onboarding
The Enterprise plan includes custom onboarding.Read 9 Oct 2026 · meridianplanning.app
Financial planning
The financial planning module includes goals, retirement projections, insurance gaps, and debt planning.Read 9 Oct 2026 · meridianplanning.app
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.Read 4 Oct 2026 · meridianplanning.app
Included modules
The six named modules are Retirement, Business, Tax, Cash Value, Presenter, and Estate, and all six are included in every plan.Read 9 Oct 2026 · meridianplanning.app
Onboarding
The Enterprise plan includes custom onboarding.Read 4 Oct 2026 · meridianplanning.app
Retirement income
The retirement income module includes Monte Carlo simulations, a Social Security optimizer, and bucket planning.Read 9 Oct 2026 · meridianplanning.app
Small Practice support
The Small Practice plan includes priority support.Read 9 Oct 2026 · meridianplanning.app
Tax workflow
The tax module provides an 8-stage workflow pipeline for every return type.Read 9 Oct 2026 · meridianplanning.app

Plans and prices

Founding Member rate $49 a month First 25 customers only · 18 of 25 spots remaining Read 9 Oct 2026 · meridianplanning.app
Solo Advisor $79 a month 1 user · up to 75 clients · all modules Read 9 Oct 2026 · meridianplanning.app
Small Practice $149 a month Up to 5 users · 250 clients · all modules · priority support Read 9 Oct 2026 · meridianplanning.app
Enterprise $299 a month Unlimited users · unlimited clients · custom onboarding Read 9 Oct 2026 · meridianplanning.app

Every Meridian Planning plan and price →

Where Specifiction places it

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