Personal Everyday Essentials

$197.00 every month

For people who want a clear view of their money and a trusted hand on their finances.

  • Monthly transaction categorization (up to 3 accounts)

  • Budget creation + tracking

  • Monthly income/expense report

  • Personalized dashboard

  • 30-minute monthly check-in call

For people who want a clear view of their money and a trusted hand on their finances.

  • Monthly transaction categorization (up to 3 accounts)

  • Budget creation + tracking

  • Monthly income/expense report

  • Personalized dashboard

  • 30-minute monthly check-in call