Straightforward Pricing
Begin your journey with our Standard financial coaching software at an affordable rate, or elevate your experience with the Plus version for added features
Standard
$9.99/monthly
*no commitment*
Plan includes
Automated Financial Coaching Software
Logo Only Branding
Limited Financial Plan
Customizable Recommendations
Small Business Analysis
Investment Property Analysis
Process Payments
Complimentary Disclosure Templates
Plus Monthly
$99/monthly
*no commitment*
Automated Financial Coaching Software
Full Branding
Comprehensive Financial Plan
Customizable Recommendations
Small Business Analysis
Investment Property Analysis
Process Payments
Complimentary Disclosure Templates
Plus Annual
$990/year (Save 16%)
*$82.50 billed monthly*
Automated Financial Coaching Software
Full Branding
Comprehensive Financial Plan
Customizable Recommendations
Small Business Analysis
Investment Property Analysis
Process Payments
Complimentary Disclosure Templates
Pricing FAQ
No catches and no hidden fees! With our Standard version, you get a comprehensive set of features at an affordable rate, no limits on the number of plans you can produce, or the number of clients you can work with.
Our Standard automated financial coaching software offering 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 the Plus version.
The Standard and Plus Monthly subscriptions don’t have any commitments. Cancel anytime!
The Plus Annual subscription requires a one (1) year commitment and is non-cancellable.
There are 3 subscription tiers:
1. Standard Version – $9.99 per month with no commitment
2. Plus Monthly Subscription – $99 per month with no commitment
3. Plus Annual Subscription – $990 per year, billed at $82.50 per month for 12 months (Save 16%)
Of course! Whenever you’re ready to upgrade, just submit a new contract for the Plus version and we’ll unlock all of the system’s great features. Best of all, you’ll be able to use all of the software’s features on the clients you’ve already brought on with the Standard version.