Services
At Money Positive, we believe financial empowerment shouldn't be expensive or complicated. Our thoughtfully designed services bridge the gap between where you are and where you want to be, creating a path that aligns with both your values and goals.
As a worker-owned B Corp, we've crafted each offering to provide clear, actionable guidance that transforms financial planning from a source of anxiety into a tool for positive change in your life and our world.
New to Money Positive? START HERE!
First Financial Plan
Your journey to financial empowerment begins here.
The Money Positive Financial Plan isn't just about numbers—it's about creating a personalized roadmap that reflects your unique values and aspirations.
With dedicated expert guidance, comprehensive analysis of your current situation, and practical tools that simplify daily financial management, this foundational, collaborative experience gives you the tools to transform and improve your relationship with money.
Take the first step toward financial confidence with a financial planning process designed to support you and facilitated by financial planners who genuinely care about your success.
What does the Financial Plan Include?
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Online Financial Plan access ( 3 Months )
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Financial plan Recommendations deliverable PDF
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Live Budget Tracking Module
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Budget Coaching
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Mobile App Access
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Income & Balance sheet
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Budget Creation
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Spending Pie Chart (Visual)
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Financial Health Benchmark and Ratio Assessment
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Debt Management Plan
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Short and long term goals exploration
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Access to dedicated financial planner (via Zoom)
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Behavioral Financial Coaching & Exercises to help you achieve your financial and life goals (Optional)
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Values Discovery Exercise
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Creation of SMART Goals
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Financial Plan $995
Once completing your Initial Financial Plan you will have the option to continue your journey with us by joining our $300/month subscription service model where you will maintain access to your online plan with live budgeting module in addition to the debt and behavioral financial coaching services.
By joining the subscription service you will also be able to purchase any of our a la carte services that can deepen and enrich your fundamental financial plan, these include: Real Estate Investment Analysis, Investment Portfolio Analysis, or our Retirement Readiness Analysis.
Navigate your residential real estate decisions with confidence and clarity. Our Real Estate Investment Analysis cuts through the stress to deliver personalized insights tailored to your unique financial situation.
Through comparative analysis, expert coaching, resources and insights, we guide you through property decisions.
Whether you're a first-time home buyer or considering purchasing your first investment property, our tools, resources and analysis can help you achieve your real estate goal.
Residential Real Estate Investment Analysis
Through detailed risk assessment, values alignment analysis, and personalized recommendations, we help transform a collection of investments into a purposeful portfolio working harmoniously toward your vision.
Experience the peace of mind that comes from knowing your money isn't just growing—it's growing with intention and direction. Perfect for DIY investors who want a portfolio check-up.
Investment Portfolio Analysis
Transform your retirement uncertainty. Our Retirement Readiness Analysis illuminates your path to financial freedom with precision and personalization.
With goal-oriented retirement planning we transform complex retirement considerations into actionable steps aligned with your vision for the future.
Whether retirement feels distant or just around the corner, our analysis provides the insights and recommendations you need to approach this significant life transition with assurance and excitement rather than anxiety. "If you can't measure it, you can't improve it"- Peter Drucker
Retirement Readiness Analysis
Some Specific Areas Where We Can Help...
Organize your money with visual dashboards— know what's coming in and going out.
Build a personalized, workable budget by tracking all your spending, credit cards, and bank accounts in once place.
Get out of debt and build an emergency fund. Keep an eye on things with a handy mobile app.
Invest your money wisely and in alignment with your values.
Get advise and resources on how to improve your relationship with money.
Emotional support :) We're real humans and will help you click the buttons on scary financial sites to move forward with your money.
The General Value of financial Planning:
Video Disclosure: This video provides general information on the value of Financial Planning and the online Financial Planning Software Capabilities, it is not specific to our services.
