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Choose your pricing plan
Discovery Plan
0$Helping you how to start your financial journey.Free Plan- Monthly Newsletter
- Free Challenges
- Monthly Motivation & Tips
Starter Kit
49$Every month+$20 Joining FeePerfect for individuals who want to learn the basics.- Everything in Free, Plus:
- Financial Planning Worksheets
- Budgeting Tools
- Financial Education Resources
- Quarterly Webinars/Workshops
- Community Access
Strategic Plan
149$Every month+$20 Joining feeIf you want to dig deeper into your finances with advanced strategies.- Everything in Free, Starters Kit, PLUS:
- Advanced Budgeting Tools
- Debt Management Tools
- Investment Tracking & Analysis Tools
- Annual Financial Health Checkup
- Exclusive Resource Library
- Priority Support
- Monthly Strategy Sessions - 1 hour
Legacy Plan
349$Every month+$20 Joining feeA level of mastery and personalized experience.- Everything in FREE, Starter, Strategic, PLUS
- One-on-One Financial Coaching
- Custom Financial Roadmap
- Investment Strategy Sessions
- Tax Optimization Tools
- Comprehensive Debt & Savings Plan
- Quarterly In-Depth Financial Reviews
- VIP Access to Special Events
- Priority Coaching Support
- Financial Toolkit
Basic Bookkeeping Cleanup & Maintenance
249$Every month+$20 Joining feeBasic cleanup and periodic maintenance.- Initial Bookkeeping Cleanup: Up to 3 months backlogged
- Monthly Reconciliation: One-time monthly reconciliation
- Basic Financial Reports: Monthly or quarterly reports
- Transaction Categorization: review and categorize a limited
- Basic Email Support: Access to bookkeeping support via email
- Access to Bookkeeping Resources
Pro Cleanup & Maintenance Plan
499$Every month+$20 Joining feeNeed more in-depth cleanup and consistently monthly support,- Advanced Bookkeeping Cleanup: Up to 6 months backlogged
- Bi-weekly or Monthly Reconciliation
- Expanded Financial Reports: Monthly or quarterly customized
- Transaction Categorization: up to 500 transactions per month
- Tax Prep Assistance
- Quarterly Check-Ins
- Priority Support
- Access to Advanced Bookkeeping Tools
Elite Cleanup & Maintenance Plan
1,499$Every month+$20 Joining feeNeed comprehensive, hands-on bookkeeping and full-service financial management.- Comprehensive Bookkeeping Cleanup: Up to 12 months backlog
- Weekly Reconciliation
- In-Depth Financial Reporting
- Unlimited Transaction Categorization
- Tax Strategy & Planning
- Monthly Financial Reviews
- Ongoing Financial Counseling
- VIP Support
- Access to Advanced Financial Tools
- End-of-Year Cleanup & Reporting
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