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Services
Why do traditional Financial Advisors cost $800 - $1000 each month?
We strive to uplift BIPOC, LBGTQ+, Neurodivergent, and Under-Recognized Communities by making Financial Literacy accessible.
Money Positive is fee-only in contrast to other commission-based Financial Planners who works with Private Clients.
What are the Fees?
Comprehensive Financial Plan: $199 / Month
1) Credit Card and Debt Consolidation Plan
2) "Detox" your 401k and Investment Values Re-Alignment
3) Automatic Cashflow and Budget Tracking
4) Career Networking with U.S. Federation of Worker Cooperatives
5) Dedicated Team with customized check-in schedule (i.e. weekly, monthly)
Is there an annual commitment?
There is no annual commitment. The Money Positive financial plan services are pay in advance services and are non-refundable.
The Value of
Financial Planning
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