Packages
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Not sure which plan fits? Let’s talk.
Starter Package
“Smart Budget Launch” – $1,000
Ideal for individuals beginning their financial journey.
- AI Budget Assistant setup + 1-on-1 orientation
- 1-month access to Wealth Tracker Dashboard
- One Financial Health Report & savings plan
Add-ons: - Additional month of dashboard/report: +$250
- Personalized budgeting template (e.g., retirement, travel): +$500
Essential Package
"Wealth Basics”– $2,500
For individuals taking things to the next step or micro-businesses starting out.
Everything in Starter, plus:
- 3-month dashboard access + reporting
- Automated Savings Plans
- Credit Insights initiation
Add-ons: - Extra report: +$300
- Custom credit improvement plan: +$600
- Personalized coaching session: +$500
Premium Package
“Wealth Pro Accelerator” – $6,000
A robust solution for serious wealth-building individuals and growing SMBs.
Includes Growth, plus:
- 12-month dashboard access + bi-weekly reports
- Full suite of business financial tools
- Credit Insights + ongoing tracking
- Monthly 1-hr review with advisor
Add-ons:
- Custom dashboard integrations: +$1,200
- Emergency fund automation setup: +$800
- Quarterly credit strategy deep dive: +$1,000
- VIP SMS/email support: +$1,500/year
Elite Package
“Wealth Diamond Concierge” – $8,000
The ultimate high-ticket offering for clients wanting bespoke service & top-tier automation.
Full Premium included, plus:
- Unlimited dashboard & reporting
- Custom financial blueprint (retirement, investments, growth)
- Bi-weekly strategy sessions (30 min)
- Annual financial goals roadmap
- Priority support and onboarding gifts (white-glove service)
Add-ons:
- Family account and wealth planning: +$1,200
- Business expansion & tax optimization: +$1,500
- White-label mobile app access: +$2,000
- Onsite office/office-hour support (local): +$2,500/day
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