Our Flexible Pricing
Choose the perfect plan for you needs
Learn how to choose the perfect planner to meet your life goals, bring about transformation, stick with new habits
Monthly
Annually
basic plan
Ideal for small businesses
$
29
/month
Per member, per month
$
129
/year
Billed annually
- Secure wallet storage
- Real-time portfolio tracking
- Basic transaction history
- Limited security features
- Email support
business plan
Perfect for growing businesses
$
49
/month
Per member, per month
$
149
/year
Billed annually
- All features from the Basic Plan
- Real-time portfolio tracking
- Basic transaction history
- Limited security features
- Email support
enterprise plan
Ideal for large corporations
$
79
/month
Per member, per month
$
179
/year
Billed annually
- All features from the Business Plan
- Real-time portfolio tracking
- Basic transaction history
- Limited security features
- Email support
Your burning question, answered
If you’re new or looking for answers to your questions, this guide will help you learn more about our services and their features.
Why should I care about financial planning?
Financial planning is essential because it helps you achieve your financial goals and secure your financial future.
What are the different types of investments?
There are different types of investment vehicles, such as stocks, bonds, mutual funds, and real estate, each carrying different
How can I start saving for retirement?
The earlier you start saving, the longer your money can earn interest and grow.
What is the importance of emergency funds?
An emergency fund is cash that’s set aside to cover the cost of unexpected, and often expensive, events.
What can I use a personal loan for?
Many people apply for a low-interest personal loan to consolidate high-interest credit card debt.
What is a personal loan?
A personal loan is a loan offered by many banks, credit unions, or online personal loan lenders and typically range from $5K-$100K.
What credit score is needed for a personal loan?
Applying for personal loans online or at your financial institution will require meeting your lender’s criteria.
How much money can I get a personal loan for?
The answer depends on a wide range of factors, which mainly includes the type of lender and your credit score.
