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Pricing & How It Works
$200/month
As a fee-only financial planner, we do not make money from commissions on products. Money Positive fees stay the same as your wealth continues to grow. See FAQ for more info.
Access the Client-Planner Dashboard anytime to review action items and get a visual breakdown of your budget
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
Placeholder for schedule
Meeting With Your Planner
Yes, you get to work with a real human! Here is our recommended meeting cadence:
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Week 1: Client Onboarding + Invoice Set Up
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Week 2: Budget Analysis
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Week 4: First Month Check-In
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Week 8: Second Month Check-In
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Week 20: Quarter Check-In
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Week 32: Quarter Check-In
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Week 44+: Annual Review
You can also schedule ad hoc meetings with your planner as needed. Work with them to find times that feel right.
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 help with complicated financial needs like tax & insurance planning, or maximizing your retirement funds.
Emotional support :) We're real humans and will help you click the buttons on scary financial sites to move forward with your money.
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