Vineyard with a path. Hills in the background.

Spending Plans

Do you find yourself only making budgets in Excel before big purchases? You’re not alone. We can help you identify spending patterns from your actual expenses and act as your accountability partner to ensure you spend your money on what truly matters to you.

Included Services.

  • 6-month program.

  • Customized spending plan preparation and maintenance from actual expenses.

  • Forward-looking 12-month spending projections.

  • Quarterly check-in calls to review budget and spending.

  • Monthly budgeting and spending reports.

Standard

$3,000

For households with less than $20,000 in monthly spending.

Premium

$5,000

For households with more than $20,000 in monthly spending.

Discounted Renewals.

  • Standard plan: renew for $250/month or $2,750/year.

  • Premium plan: renew for $350/month or $3,750/year.

Schedule a 20-minute introduction.

We would love the opportunity to get to know you and your situation. That’s why we offer a complimentary introduction to learn about you and discover if a daily money manager could help streamline your financial life.