Having it all

Unscary Financial Planning for Everyone

Financial security is freedom.

Freedom from worry, freedom to pursue your dreams.

Money Positive planners are here to help:

  • Organize your money—know what's coming in and going out.
  • Invest your money wisely and in alignment with your values.
  • Plan your self-employment or small business.
  • Build a budget that's easy to stick to.
  • Get out of debt and build an emergency fund.
  • Help you click the buttons on scary financial sites and move forward with your money.


No commitment monthly fee.

Individual Person


per month
First six months
Reduced fee of $40 per month thereafter
Many People


per month
First six months
Reduced fee of $60 per month thereafter

Services Include:

  • Onboarding session with your dedicated planner
  • Access to our Money Positive software to organize your finances, see your plan, and check off your action items
  • Overview of your budget proposals and first steps
  • Meeting ever other week to check in and work on your plan for the first two months
  • Monthly check-ins for the next four months
  • Quarterly or as needed check-ins thereafter. You can always schedule ad hoc calls with your planner.
Contact Us

Money Positive Cooperative is member-owned and operated.

The company is operated and owned equally by the people that work here. We think this is the right way to build a company and that we will make better decisions because we are accountable to our clients and to each other.

Money Positive is B Corp certified. The first financial planning company in Texas to achieve the designation. We hold ourselves to a high ethical, environmental, and social standard. We are proud of this, doing the right thing ought to be a given.

We started by helping artist, and we are here to help everyone. We specifically would love to help people who are traditionally underrepresented, BIPOC, and LBGTQ+ communities. Please get in touch.

Meet The Team

Portrait of Lewis

Lewis Weil

Investment Advisor and Founder

Portrait of Annie

Annie Son

Financial Coach

Portrait of Kavita

Kavita Koppa

Financial Coach

Portrait of Kelly

Kelly Bethke

Head of Operations

Portrait of Kate

Kate Herrmann

Head of Marketing

Portrait of Paul

Paul Stiverson

Head of Software Development