Unscary Financial Planning for Everyone

Person day dreaming of travel and relaxation

Financial security is freedom.

Freedom from worry, freedom to pursue your dreams.

Money Positive Cooperative is excited to partner with Obran to provide financial planning as a benefit to member organizations.

Employees or members of the Obran conglomerate are eligible for six months of individual or household financial planning from Money Positive as a reimbursable expense. Planning is an ongoing subscription service that members may choose to continue or cancel after six months.

What We Offer

In the planning process, we help you:

Get your personal and professional finances organized
Build an easy to follow budget
Manage credit card and other debt
Build savings for short- and long-term goals
Invest for retirement

With regular access to your financial planner, you're able to ask financial questions as they come to you or as financial life events arise. You're able to learn along with this process and feel empowered to tackle your finances head on.

Schedule Your First Call

This is just a free 30-minute call to ask questions and decide if Money Positive is right for you.

Pick a time

Money Positive is Worker-Owned

The company is owned and operated 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.

Meet Our Planners

Lewis Weil

Investment Advisor and Founder

Annie Son

Investment Advisor

Kavita Koppa

Investment Advisor

and the rest of the team!

Y'all, Money Positive is B Corp certified. We are the first financial planning company in Texas to achieve this designation. This means we hold ourselves to high ethical, environmental, and social standards.

We started by helping artists, and now we are here to help everyone. We strive to help BIPOC, LBGTQ+, and traditionally underrepresented people.