Pricing Plans
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*You will get Pro plan access on the free trial. Charges applicable based on the plan chosen after free trial.
Billed Monthly
Billed Yearly
Standard
$19
per month
Money Score
Spending & Budgeting Tools
Financial Planning Tools
401k Optimization
Stock Investing Strategies
Real Estate Investing Strategies
Retirement Planning Strategies
Free access to community channels.
Most Popular
Pro
$79
per month
Everything Included in Standard
Dedicated Mentor
Tax Optimization Strategies
Angel Investing Opportunities
Priority Access to New Products
Video Conversations with Mentor (30 mins/month)
Enterprise
Everything Included in Standard
Access to Community Tools
Monthly Deep Dive Sessions
API Access for Integration
Without Xillion*
>$400
per month
Compare Plans
Standard $19per month | Pro $79per month | Without Xillion* >$400per month | |||
---|---|---|---|---|---|
Mentoring | |||||
Dedicated Mentors | Incompetent Financial Advisors | ||||
Chat(Text) Conversations | |||||
Video Conversations (30 mins/month) | |||||
CEO's Cellphone Number | - | ||||
Tools | |||||
Money Score | |||||
Financial Independence Tool | |||||
Home Buying Guide | |||||
IPO Analysis | Basic | Advanced | |||
Optimizations | |||||
401(k) / Retirement | |||||
Savings Account | |||||
Brokerage Account | |||||
Real Estate | |||||
More | |||||
Monthly Financial Report | |||||
Pro-active Investment Alerts | |||||
Time Investment Per Week | 1-2 hrs | 10 min | - | ||
Early Product Access (Beta) | |||||
Free Access To Community Channels |
* Financial advisors charge an average of around 1% fees for comparable services. For a portfolio of $500,000, this fee would be $5,000/year or $417/month.
* Time Investment Per Week: Ideal amount of time you would need to spend every week to keep your finances in order.
* Time Investment Per Week: Ideal amount of time you would need to spend every week to keep your finances in order.