Unscary Financial Planning for Everyone
Pricing
No commitment monthly fee.
Individuals
$70
per month
First six months
Reduced fee of $40 per month thereafter
Couples+
$90
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
Lewis Weil
Investment Advisor and Founder
Annie Son
Financial Coach
Kavita Koppa
Financial Coach
Kelly Bethke
Head of Operations
Kate Herrmann
Head of Marketing
Paul Stiverson
Head of Software Development
Sign up today
Get started today by providing us with some basic information and setting up a time to talk with one of our financial planners.
Get Started