Our free automated financial coaching software contains a full client profile, an Action Plan with step-by-step recommendations, and a new Budget, which you’ll be able to fully update. We’ll also customize the software and plan with your company’s logo.

If you want to customize the recommendations, change the language in the plan and software, provide a full financial plan, and/or fully brand your coaching software, you’ll need to upgrade to a monthly or annual subscription.

The Free and Monthly subscriptions to the ApexMoneyPlan™ don’t have any commitments. Cancel anytime!

The Annual subscription to the ApexMoneyPlan™ requires a one (1) year commitment and is non-cancellable. 

There are 3 subscription tiers to the ApexMoneyPlan™:

1. Free Version – $0 cost

2. Monthly Subscription – $99 per month with no commitment

3. Annual Subscription – $990 per year, billed at $82.50 per month for 12 months

Of course! Whenever you’re ready to upgrade, just submit a new contract for either the Monthly or Annual subscription and we’ll unlock all of the system’s great features. Best of all, you’ll be able to use all of the ApexMoneyPlan™ features on the clients you’ve already brought on with the free version.