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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 Fee
    Perfect 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 fee
    If 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 fee
    A 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 fee
    Basic 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 fee
    Need 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 fee
    Need 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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