Pricing

Choose the plan that best fits your financial planning needs

Basic

Budgeting and saving consultation, access to online financial tools and resources

2
yearly consultations
$41/mo
billed yearly

Premium

Basic + investment and debt management consultation

4
yearly consultations
$83/mo
billed yearly

Elite

Premium + retirement planning consultation, tax planning consultation

8
yearly consultations
$167/mo
billed yearly

Most Popular

Finfy Client

Budgeting and saving consultation, access to full team for budget limit setting, retirement planning consultation

yearly consultations

Finfy Clients can opt for $0/month pricing but they owe 18.5% of whatever Finfy can save you on budgeting. This plan is aimed at clients who want the benefit of having a full team for setting budget limits and trying to save more. The consultations are as needed so that clients can reach out to the team whenever they want. This option is unique in the sense that clients pay based on their savings and rewards the company for the work they have done.

$0/mo
billed yearly
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