Plans & pricing

Two simple options
Both include:
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Dedicated expert financial pal
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Personalized financial roadmap
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Account recommendations
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Personalized financial evaluation spreadsheet
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Action items and next steps
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Clearly defined goals
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All of your questions answered
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Financial education
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Tips, good money habits and best practices
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Much more
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Basic plan

Offline form submission with a written response back from your financial pal.

Get started
$59
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Collaborative plan

Live 1 hour call with your financial pal to cover all grounds and work together to get your financial life on track and accomplish your goals!

Schedule a Time
$99

*myfinancialpal does not offer investment nor tax advice

Call us financial consultants, financial coaches or even financial trainers. We call ourselves financial pals and we’re here to help.

Let's go!
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