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Choose your monthly plan

Pick the best option for you

  • Bronze Plan

    89$
    Every month
    Perfect for someone on a budget
    Valid for 3 months
    • Priority access to email - unlimited support M-F
    • ONE 15 min call monthly
    • Access to LIVE directory of POC service professionals
  • Best Value

    Gold Plan

    399$
    Every month
    Perfect for someone looking for the best value
    Valid for 3 months
    • Priority access to email - unlimited support M-F
    • ONE 15 min phone call monthly
    • Access to LIVE directory of POC service professionals
    • ONE 30 min zoom call monthly
    • Eligible to be a loyalty program member*
    • (Accumulate pts & redeem for future discounts)

  • Elite Plan

    750$
    Every month
    Perfect for someone who needs extra support & accountability
    Valid for 3 months
    • Priority access to email - unlimited support M-F
    • ONE 15 min phone call monthly
    • Access to LIVE directory of POC service professionals
    • TWO 45 min zoom calls monthly
    • Eligible to be a loyalty program member* (read more below)
    • (Accumulate pts & redeem for future discounts
    • More touch points & access to me
    • Personalized communication to support your financial journey

Please note: This service is for a minimum of 3 months & payment will be auto-renewed. After the 3 months, service can be renewed or continued monthly.

Have more questions about this service? Schedule a free consultation below:

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