Smart Starter
$0 /mo
- Track, manage, and budget your spending on our app free for up to 3 accounts. Simple.
- Every additional account added is $1.99/month.
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First Time Adulting
$7.99 /mo
- Let’s take the stress out of money events in your life like merging accounts, paying down debt, 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.
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Leveling Up
$14.99 /mo
- Things are going well, but you want to make some bigger moves like buying a house, a wedding, 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.
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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.
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