Personal Services

Essential organization and budgeting groundwork.

Ideal for individuals and couples who need to get their finances organized, establish spending awareness, and build a strong financial foundation.

Best For:

• Up to 3 Financial Accounts

• Less Than 150 Transactions Per Month

• Simple Income Sources (W-2, Retirement, or One Business)

• Annual Household Income Under $150,000*

Includes:

• Monthly Transaction Categorization & Reconciliation (Up to 3 Accounts)

• Tax-Ready Documentation: End-of-Year Summaries for Your Tax Preparer

• Annual Budget Blueprint: Customized Spending Plan Based on Your Previous Three Months of Financial Activity

• Secure Document Vault: Private, Encrypted Storage for Financial Records

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

Proactive cash flow and planning support.

Ideal for individuals and families who want to track, manage, and improve their overall financial health while working toward specific financial goals.

Best For:

• 4–6 Financial Accounts

• 150–300 Transactions Per Month

• Multiple Income Source

• Active Savings and Debt Reduction Goals

• Annual Household Income Between *$150,000 and $300,000

Includes:

• Everything Included in Financial Foundation

• Monthly Budget-to-Actual Reports with Insights & Recommendations

• Quarterly Financial Check-Ins via Zoom or Phone
  Savings & Debt Tracking Dashboard

• Goal-Oriented Budget Adjustments for Vacations, Debt Payoff, Emergency Funds, and Other Financial Goals

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.

Comprehensive, concierge-level personal finance bookkeeping.

Ideal for busy professionals, entrepreneurs, and families seeking a complete picture of their financial health without managing the day-to-day details.

Best For:

• 6+ Financial Accounts

• More Than 300 Transactions Per Month

• Multiple Income Streams and Investments

• Complex Financial Planning Needs

• Annual Household Income Over *$300,000

Includes:

• Everything Included in Financial Growth

• Weekly Transaction Updates & Monitoring (Up to 6 Accounts)

• Customized Net Worth Statement (Updated Quarterly)

• Cash Flow Forecasting & Lifestyle Planning

• Priority Support & On-Demand Financial Questions

• Coordination with Your Tax Preparer and/or Financial Advisor

*All pricing listed is an estimate based on standard service tiers. Actual monthly fees may vary and will be confirmed during the onboarding process.