It's not a matter of if you should have a plan for your future… it’s when.

Choose your plan

myFin Plan™

Whether you want to build your financial plan from
the ground up, or you have a basis already established, we will work with you to generate the plan that will get you to where you want to go.

This plan is designed for single individuals looking to get their finances on track.

Investment

2-month program
$99/month
get started

Includes

  • Spend plan
  • Income management
  • Debt management
  • Savings planning
  • Life events
  • Employee benefit analysis
  • Investment and Retirement planning

Takeaway

  • Personalized financial plan customized to your goals and lifestyle
  • Comprehensive debt payoff strategy
  • Guide for managing your income effectively
  • Develop a savings and investment plan that works for you
  • Optimize your employee benefits and retirement planning
  • Fiduciary financial architect
  • Access to myFinTect™ financial tools
  • 1 hour biweekly virtual session
  • 60 days of unlimited email and text support

ourFin Plan™

Financial stability and healthy relationships go hand in hand. Whether you're starting to build your financial life together with your significant other, or you already have a well-established joint financial life, we will mentor, support, and guide you both through it all.

This plan is designed for couples.

Investment

2-month program
$129/mo
get started

Includes

  • Comprehensive Personalized Spend Plan
  • Income Management
  • Debt Management
  • Student Loan
  • Savings and Retirement
  • Credit Analysis and Optimization
  • Investment and Retirement planning

Takeaway

  • Personalized financial plan customized to your goals and lifestyle
  • Comprehensive debt payoff strategy
  • Guide for managing your income effectively
  • Develop a savings and investment plan that works for you
  • Optimize your employee benefits and retirement planning
  • Fiduciary financial architect
  • Access to myFinTect™ financial tools
  • 1 hour biweekly virtual sessions
  • 60 days of unlimited email and text support

theFin Plan™

Whether you're starting up or already established, we will help you with the numbers so you can focus on your business.

This plan is perfect for entrepreneurs, small businesses, influencers or bloggers.

Investment

2-month program
$199/month
get started

Includes

  • myFin Plan™ Features
  • Evaluate business bank/credit accounts
  • Discuss managing unpredictable income/growth/emergencies
  • Factor your business into your personal financial plan
  • Optimize profitability and pay yourself a consistent income

oneFin Plan™

Meet with us to discuss up to two specific topics you're interested in.

Our Financial Architect will share his experience and expertise, as well as help you brainstorm possible solutions or even next steps.

If you're looking for advice you can apply on your own, then this is the plan for you.

Investment

One time consultation for up to 90 minutes
$169/one time payment
get started

Choose up to two topics:

  • Spend plan
  • Income management
  • Debt management
  • Savings planning
  • Life events
  • Employee benefit analysis
  • Investment and Retirement planning
  • Credit optimization strategies

myFin Plan™

Whether you want to build your financial plan from
the ground up, or you have a basis already established, we will work with you to generate the plan that will get you to where you want to go.

This plan is designed for single individuals looking to get their finances on track.

Investment

2-month program
$99/month
get started

Includes

  • Spending plan
  • Income management
  • Debt management
  • Savings planning
  • Life events
  • Employee benefit analysis
  • Investment and Retirement planning

Takeaway

  • Personalized financial plan customized to your goals and lifestyle
  • Comprehensive debt payoff strategy
  • Guide for managing your income effectively
  • Develop a savings and investment plan that works for you
  • Optimize your employee benefits and retirement planning
  • Fiduciary financial architect
  • Access to myFinTect™ financial tools
  • 1 hour biweekly virtual session
  • 60 days of unlimited email and text support

ourFin Plan™

Financial stability and healthy relationships go hand in hand. Whether you're starting to build your financial life together with your significant other, or you already have a well-established joint financial life, we will mentor, support, and guide you both through it all.

This plan is designed for couples.

Investment

2-month program
$129/month
get started

Includes

  • Spending plan
  • Income management
  • Debt management
  • Savings planning
  • Life events
  • Employee benefit analysis
  • Investment and Retirement planning

Takeaway

  • Personalized financial plan customized to your goals and lifestyle
  • Comprehensive debt payoff strategy
  • Guide for managing your income effectively
  • Develop a savings and investment plan that works for you
  • Optimize your employee benefits and retirement planning
  • Fiduciary financial architect
  • Access to myFinTect™ financial tools
  • 1 hour biweekly virtual session
  • 60 days of unlimited email and text support

theFin Plan™

Whether you're starting up or already established, we will help you with the numbers so you can focus on your business.

This plan is perfect for entrepreneurs, small businesses, influencers or bloggers.

Investment

2-month program
$199/month
get started

Includes

  • myFin Plan™ Features
  • Evaluate business bank and credit accounts
  • Discuss managing unpredictable income, growth, emergencies
  • Factor your business into your personal financial plan
  • Optimize profitability and pay yourself a consistent income

oneFin Plan™

Meet with us to discuss up to two specific topics you're interested in.

Our Financial Architect will share his experience and expertise, as well as help you brainstorm possible solutions or even next steps.

If you're looking for advice you can apply on your own, then this is the plan for you.

Investment

One time consultation for up to 90 minutes
$169/one time payment
get started

Choose up to two topics:

  • Spending Plan
  • Income management
  • Debt management
  • Savings planning
  • Life events
  • Employee benefit analysis
  • Investment and Retirement planning