Service Tiers
Everyone begins with the same foundation. You then choose the level of ongoing guidance and support that matches the season of life you are in.
Foundation — Level One
From $100 / month or 1.2% of annual gross household income (whichever is higher)
Ideal for disciplined savers who want clear budgeting data with light support, or for those already receiving guidance from another professional.
- Secure bank connection via Plaid with automatic tracking
- Budget handled for you with clear, plain-language categories
- Text clarification for any ambiguous transactions
- Monthly report with observations and savings suggestions
Recommended · Where most clients land
Guidance — Level Two
Foundation + $300 / month
Includes everything in Foundation, plus weekly coaching and a clear path toward savings and debt goals. This is the level most households find most helpful.
- 30-minute weekly check-in call for accountability
- Step-by-step plans for savings and debt-reduction goals
- Guidance and input on major financial decisions
Accompaniment — Level Three
Foundation + Guidance + $700 / month · Limited spots
Designed for those who earn well but spend just as fast. Close, daily support helps you take firm control of cash flow when life feels especially full or complex.
- Daily or customized check-ins to keep goals in focus
- Purchasing guiderails and personalized support
Annual plans, minimum 3-month commitment.
Not sure which level fits? We can help you decide over a short conversation.