Some Specific Areas Where We Can Help...

check mark

Organize your money—know what's coming in and going out.

check mark

Build a budget that's easy to stick to.

check mark

Get out of debt and build an emergency fund.

check mark

Invest your money wisely and in alignment with your values.

check mark

Plan your self-employment or small business.

check mark

Help you click the buttons on scary financial sites and move forward with your money.

Pricing 

Individuals

Person smiling
pricing block - $70/month for first 6 months. Reduced fee $40 thereafter

$70

Every month

Reduced fee of $40 after first six months

Household smiling
$90 every month first six months, $70 per month thereafter

$90

Every month

Reduced fee of $70 after first six months

Households

Every Plan Includes

thumbs up icon

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

tablet icon

Meeting every other week to check in and work on your plan for the first two months

Revisiting your budget and step-by-step action plan

calendar

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

icons abstract

Not ready to take the plunge? Chat with a planner to decide if we are a good fit.