Dashboard Profile
Plans & Pricing
Choose how prepared you want to be
Every plan helps you get organized, know your numbers, and walk into your next money conversation with confidence. Start free — upgrade when you're ready.
Monthly
Annual Save 20%
Free
$0
Free forever
Budgeting that actually works — the core that makes us a real Mint replacement.
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Self Guided
$25/mo
Billed monthly
Every worksheet, at your own pace — get fully organized before you sit down with anyone.
Guided
$75/mo
Billed monthly
Everything in Self-Guided, plus a human guide walking with you.
Group & Session
Workshop
$599 once
One-time program
A 12-session, guide-led workshop built around your goals.
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Organization
Custom
Let's talk
Tailored programs for teams, employers, and organizations of any size.
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Trial
Free
Up to 3 clients
Kick the tires with real clients and see the whole planner workflow.
Start free
Solo
$75/mo
Billed monthly
For the new or part-time planner building a book.
Practice
$125/mo
Billed monthly
Covers the average planner's entire book — the mainstream pick.
Firm
$250/mo
Billed monthly
Unlimited clients across a small team. Extra seats $75/mo each (4–5).
Organization
Custom
6+ seats
For larger firms — white-label, SSO, and multiple offices.
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A client who pays for their own membership never counts against a guide's plan — they're always free to connect. Cancel anytime, and your data stays yours. Prices in USD.