Think big, reduce overspending,
and keep more of what you
make. Building wealth has
never been so easy!
Personal |
Business Basic |
Business Advanced |
For home/personal
finance use only |
For entrepreneurs, non-
profits, small businesses,
and families |
For dynamic businesses or
people with many budgets |
$19/Month
(First 30 Days Free) |
$39/Month
(First 30 Days Free) |
$59/Month
(First 30 Days Free) |
- 1 Fixed Portfolio (which means 1 budget and 1 set of reports for personal finance users only)
- Set Me Up service included($69 value which means we set you up and you get a private 15 min. session with one of our expert coaches)
- Basic Reports
- Invitations to monthly personal finance webinars
Included in All Plans:
- Unlimited number of Accounts and Envelopes
- Importing ability of OFX files from bank
- Flexible Funding (goals and templates)
- Free Live Chat Support and 24 hour email Support
|
- 2 Flexible Portfolios (1 is often used for personal finance and the other for business finance but the choice is yours)
- Set Me Up service included for both portfolios ($200 value: we set up both portfolios and you get a 30 min. session with one of our expert coaches)
- Business reporting
- Guest Access for bookkeeper & accountant
- Private invitations to group coaching services (learn how to manage your money effectively with one of our experts and ask questions too)
- Access to special guest speaker events
|
- 5 Flexible Portfolios (you can use 1-5 personal finance and/or business portfolios depending on your needs)
- Set Me Up service included for 3 portfolios ($300 value includes a 45 min. session with one of our expert coaches)
- Business Reporting
- Guest Access for bookkeeper & accountant
- Private invitations to group coaching services
- Access to special guest speaker events
- One-on-one coaching series* included ($200 value - you get four private 30 min. one-on-one sessions with an expert coach)
|