Budgeting and saving consultation, access to online financial tools and resources
Basic + investment and debt management consultation
Premium + retirement planning consultation, tax planning consultation
Budgeting and saving consultation, access to full team for budget limit setting, retirement planning consultation
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.