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services & faq

Is there an annual commitment?

There is no annual commitment. The Money Positive financial plan and the a la carte services are pay in advance services and are non-refundable. 

What are the Fees? 

Comprehensive Financial Plan (3-Months): $995

  • One-time, Initial Fee 

  • Dedicated Team with customized check-in schedule (i.e. weekly, monthly)


a la Carte, One-Time Services: $700

  • Estate Planning Advice, One-Time Meeting + PDF Deliverable

  • Retirement Readiness Analysis, One-Time Meeting + PDF Deliverable

  • Investment Portfolio Analysis: One-Time Meeting + PDF Deliverable

Why doesn’t this cost more?

We are fee-only in contrast to other commission-based payment structures that are charged with most financial planners and budget platforms ($7500+ each year). These firms and financial planners also have a minimum net worth that makes Financial Planning out of reach for communities. 

We strive to uplift BIPOC, LBGTQ+, and Under-Recognized Communities by making Financial Literacy accessible.

Comprehensive Financial Plan Includes:

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  • Online Financial Plan Platform Access

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  • Financial Plan Support

    • Live Budget Tracking 

    • Investment Advice & Education

    • Automatic Transactions Tracking

    • Spending Pie Chart (Visual)

    • Debt Management Plan

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  • Dedicated financial planner team

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  • Network Resources for B-Corp and U.S. Federation of Worker Cooperatives

The general Value of Financial Planning

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