MyMoney
Analytics

Financial Coaching That Meets You Where You Are

Start with our free My Money Plan™. Choose tools that match your needs — balances only, budgeting with transactions, or investments.

Choose Your Level of Support

Start with balances-only tracking, upgrade to budgeting with transactions, and unlock investments when you're ready.

My Money Plan

FREE

See where you can best deploy your dollars and what your current finances could yield. Suggested clients start here.

  • Personalized My Money Plan™
  • Recommended My Money Flow™
  • Tailored My Money Blueprint™
  • My Money Breakthrough™
  • Actionable Plan
FREE
My Money Plan Consult
Coming Soon

$100

Get your entire money system evaluated by a financial coach. Ensure you are off on the right foot on your new financial endeavor.

  • Review of My Money Plan™ by financial coach
  • Live consult call
  • Walk through of My Money Plan™
  • Get your questions asked and answered
  • Required My Money Plan™
Core Tools
Coming Soon

$5/mo

Daily balances + liabilities tracking for net worth and debt visibility. No transaction syncing or budgeting.

  • Daily account balance history (auto)
  • Net worth tracking from balances
  • Liability / debt visibility (where supported)
  • Cash + debt snapshots over time
  • No transactions data (upgrade for budgeting)
Power Tools
Coming Soon

$10/mo

Budgeting-focused tools with transaction data. Best for spending insights and category-based planning.

  • Everything in Core Tools
  • Transactions syncing (capped refresh cadence)
  • Categorize transactions for budgeting
  • Spending trends & cashflow insights
  • Recurring transactions detection
Pro Tools
Coming Soon

$15/mo

Advanced tracking including investments. Best for users who want holdings visibility and portfolio tracking.

  • Everything in Power Tools
  • Investment holdings tracking (refresh cadence optimized)
  • Investment transactions support (where enabled)
  • Unified net worth including investments
  • Portfolio visuals & account-level insights
Quarterly Recalibration
Coming Soon

$35/mo

$420$350/yr

Quarterly Zoom check-ins with detailed replanning.

  • Everything in Pro Tools
  • Live quarterly call
  • Action plan updates
  • Rebalancing guidance
  • Major change strategies
  • Requires My Money Plan™
Full Accountability
Coming Soon

$100/mo

$1200$1000/yr

Hands-on monthly coaching and on-demand support.

  • Everything in Quarterly Recalibration
  • Monthly video coaching
  • Priority support
  • On-demand strategy updates
  • Full accountability
  • Requires My Money Plan™

Not sure where to start?

Book the $100 consult and we'll walk through your income, debts, and goals — then build your personalized plan.

Book My Setup