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Pick your plan

Your path to financial freedom

Simple plans. Real progress. Start today.

Base Plan

Kickstart your money journey with the essentials.

$30/mo

Pay monthly until canceled.

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Core Features

  • Savology Subscription which includes access to powerful DIY financial planning tools and a library of self-paced financial education courses, blogs, and writings to help simplify complicated financial topics.

Premium Plan

More support, more flexibility, more wins.

$300/yr

($480 value)

 

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Core Features

  • Savology Subscription which includes access to powerful DIY financial planning tools and a library of self-paced financial education courses, blogs, and writings to help simplify complicated financial topics.
  • Credit Report Tracking allows you to integrate your Experian credit report, credit score, debt analysis, credit alerts, and simulator tools.
  • Account Aggregation allows you to connect your financial accounts to your financial projections to increase planning accuracy, incorporate transactions and investment holdings, and keep your plans updated.
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Get Serious Package

Go all-in for serious money moves.

$560/yr

 ($880 value)

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Core Features

  • Savology Subscription which includes access to powerful DIY financial planning tools and a library of self-paced financial education courses, blogs, and writings to help simplify complicated financial topics.
  • Credit Report Tracking allows you to integrate your Experian credit report, credit score, debt analysis, credit alerts, and simulator tools.
  • Account Aggregation allows you to connect your financial accounts to your financial projections to increase planning accuracy, incorporate transactions and investment holdings, and keep your plans updated.
  • 4 hours of guidance and support from a Savologist to assist you in things like goal setting and tracking, educational resources, how to use Savology, and how to get the most out of Money Milestones.

Take Control Package

$1,200/yr

 ($1,680 value)

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Core Features

  • Savology Subscription which includes access to powerful DIY financial planning tools and a library of self-paced financial education courses, blogs, and writings to help simplify complicated financial topics.
  • 12 hours of guidance and support from a Savologist to assist you in things like goal setting and tracking, educational resources, how to use Savology, and how to get the most out of Money Milestones.
  • Credit Report Tracking allows you to integrate your Experian credit report, credit score, debt analysis, credit alerts, and simulator tools.
  • Account Aggregation allows you to connect your financial accounts to your financial projections to increase planning accuracy, incorporate transactions and investment holdings, and keep your plans updated.

Pay as you go Savologist Support

Customers with a Base or Premium plan are only eligible to purchase hourly support.

$100/hour

  • Includes 1 hour of guidance and support from a Savologist to assist you in things like goal setting and tracking, educational resources, how to use Savology, and how to get the most out of Money Milestones.
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