Some Specific Areas Where We Can Help...

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

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Build a budget that's easy to stick to.

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Get out of debt and build an emergency fund.

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Invest your money wisely and in alignment with your values.

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Plan your self-employment or small business.

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

How It Works

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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

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

Revisit your budget and step-by-step action plan

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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

Access the Client-Planner Dashboard anytime to review action items and get a visual breakdown of your budget 

Pricing 

Individuals

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

$70

Every month

Reduced fee of $40 after first six months

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

$90

Every month

Reduced fee of $60 after first six months

Households

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