Our Financial Plans are designed to help you overcome your financial fears by connecting you with a dedicated Financial Coach, who you’ll meet during your free introductory call and will become yours throughout your stay with us.
For just $99.99 per month and no commitment, you’ll be able to purchase a Financial Plan and retain a Financial Coach (all at less than ¼ the monthly cost of retaining a traditional Financial Planner). You’ll speak with your dedicated Financial Coach once a month, to help you achieve your financial goals. Plus, unlimited email support means we’re always here to help.
Cancellation Policy: You can cancel at any time, but cancellation will be effective at the end of the currently paid period.
Along with your Financial Plan, you’ll receive a monthly Money Recap, which compares your current month’s spending versus your previous month’s spending, your average spending, and your budgeted spending. With this report, you’ll be able to adjust your spending habits to ensure you’re sticking to your budget. It also tracks your assets, liabilities, and net worth month after month, so you can see your wealth grow.
We’re all about helping people succeed financially. So if you feel that this pricing won’t work for your financial situation, or you’re looking for financial advice without a Financial Plan, please schedule a free call with a Financial Coach to see how we can help you achieve financial success.