- Track, manage, and budget your spending on our app free for up to 3 accounts. Simple.
- Every additional account added is $1.99/month. Find out more here.
First Time Adulting
- Let’s take the stress out of money events in your life like merging accounts, paying down debt, or fixing a flooded basement.
- We’ll connect your accounts, put you through our financial inventory, and give you feedback on how you’re doing financially in a 30 minute session with your registered financial advisor.
- Things are going well, but you want to make some bigger moves like buying a house, planning a wedding, having a baby, or checking your investment portfolio.
- We’ll connect your accounts, put you through our financial inventory and provide more time to discuss YOUR specific financial needs like buying a property. You get an hour with your registered financial advisor each year.
By the hour
$95 /30 min
- If you’re not into subscriptions and want to do work directly with your registered financial advisor on a full financial plan, this is for you.
- Schedule a 15 minute FREE consultation to get more details on how to get started.
|Smart Starter||First Time Adulting||Leveling Up|
|Financial Checkup Report|
|Connect Bank / Credit Cards||3 account||7 accounts||unlimited accounts|
|Fiduciary Advice||30 min / yr||1 hr / yr|