Pricing
Individuals
- Unlimited access to your own Personal Finance Manager who will guide you*
- A comprehensive, customized Personal Financial Strategy
- LifeStyle Plan™ money management user account
- Mobile app
- Minimal onboarding fee
- Cancel anytime
- Discounted Family Plans
Starting at
$105/mo
(price of 1 coffee ☕ per day)
Employers / Benefit Providers
- Your employees get all the same benefits as Individuals*
- Dedicated Client Success Manager
- No long-term commitments
- Minimal onboarding fee
- Volume Discounts & Non-Profit Pricing
Starting at
$105/mo
(price of 1 coffee ☕ per day)
* We help you get your month-to-month finances running efficiently so your hard-earned dollars grow more and better deliver peace of mind. We do not provide investment or tax advice, though we can refer you to our preferred partners who do that really well.