Straightforward Pricing

 

Get started with a free version of our financial coaching software (yes, free!) or purchase a lifetime license to the ApexMoneyPlan™

Free

$0

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

Priority Onboarding

Lifetime License

As low as

$100/month

Plan includes

Automated Financial Coaching Software

Full Branding

Comprehensive Financial Plan

Customizable Recommendations

Small Business Analysis

Investment Property Analysis

Process Payments

Complimentary Disclosure Templates

Priority Onboarding

Pricing FAQ

No catches, no trials, and no fees! Fisecal is proud to offer a lighter version of our automated financial coaching software completely free with no expiration date, no limits on the number of plans you can produce, or the number of clients you can work with.
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 Lifetime License.

The Lifetime License to the ApexMoneyPlan™ gives you access to the current version of the software as well as every other version going forward, all without paying any additional fees.

We’re planning to launch the 2nd version of our software in early 2023, which will streamline the planning process even further by adding account aggregation, CRM, billing, scheduling, reporting, and a personal financial management app into one easy-to-use platform.

There is a one-time fee of $2,500 for a Lifetime License to the ApexMoneyPlan™. We know this may seem steep, but don’t worry, Fisecal offers the following zero-interest financing options:

1. 12-month amortization: about $208.33 per month
2. Revenue-based financing: $100 down + monthly payments of $100 or 10% of revenue (whichever is greater) until the fee is paid

Of course! Whenever you’re ready to upgrade, just submit a Lifetime License contract and we’ll unlock all of the system’s great features. Best of all, you’ll be able to use all of the Lifetime License features on the clients you’ve already brought on with the free version.

Sign Up Now