Free Setup Service
Looking to switch platforms? Setting up something new?
Our expert team will move your content, configure your brand and invite existing contacts to your membership site, for free.
Simple Pricing
Choose a plan that suits your use-case.
Coach
Launch your practice affordably with a complete suite of financial tools to deliver budgets, debt pay-down plans, and financial literacy. Includes a professional website to showcase your brand and attract and support clients effortlessly.
$250
/yr
* Billed Annually Only
Get StartedPro
Combines the tools from the Coaching and Creator plans while adding unlimited access to the learning management system and content library. Includes fresh topics, articles, and courses monthly to engage your audience and grow your membership.
$360
/mo
$4320 Billed Annually
(Save $1080 Per Year)
Get StartedEnterprise
Unlock tailored financial literacy and wellness solutions designed for agencies, workplaces, RIAs, retirement plan specialists, and benefits specialists. Customize tools, content, and reporting to meet your unique business needs with advanced branding, onboarding, and integration options. Ideal for organizations seeking scalable solutions to enhance financial literacy and maximize engagement.
Lets Talk!Plan Overview
Coach
Pro
Overview
Budgeting, Debt and Financial Tools
User/Membership Features
White-labeling & Customization Features
Coaching Features
Content Creation Tools
Content Library
Monthly Content Updates
Learning Management Tools
Reporting - Assessment & Engagement
Organizational Management & Reporting Features
User Management & Organization Tiers
Users
25100Coaches
110Admin
11Org Admin
Organizations
11Learning Management Tiers
Assessments
1UnlimitedArticles
5UnlimitedCourses
5UnlimitedFiles
5UnlimitedTools
5UnlimitedTopics
5UnlimitedFeature Comparison
Coach
Pro
User/Membership Features
White-labeling & Customization Features
Custom Brand Name
Custom Logo & Icon
Custom Theme & Colors
Custom Domains
Custom Plans & Pricing for Members
Learning Management Tools
Content Creation Tools
Calculator & Tool Creator
Content Library (Pre-built Content)
Coaching
Reporting - Assessment & Engagement
Organizational Engagement Features
Branding & Customization
Branded Marketing Material
Branded Enrollment Material
Financial Wellness Report Card
Includes 90 Organizations
Use-case Comparison
Coach
Pro
Use-case Comparison
Agencies
Employee Benefit Providers
Financial Literacy Programs
Workplaces
Frequently Asked Questions
What are the differences between the Creator, Pro plans?
The Creator plan is ideal for launching a membership site with tools like budgeting, debt tracking, and coaching. The Pro plan is perfect for leveling up your membership with a customizable, sharable library of personal finance content. The Enterprise plan is tailored for large organizations and includes features like onboarding assessments, wellness tools, and support for unlimited organizations.
What kind of content is included in the Content Library?
The Content Library includes 1,000+ articles, 30+ courses, and interactive tools like assessments (coming soon) and budget templates (also coming soon). The Pro plan receive monthly content updates to keep your content fresh.
Does the platform support coaching features?
Yes! All plans support coaching features, including white-labeled websites, customizable coaching profiles, calendar integrations, client management, and goal tracking. The Enterprise plan includes unlimited coaching profiles.
Can I create custom courses and assessments?
Yes, all plans offer content creation tools, including a course builder, article creator, and assessment creator. The Enterprise plan also provides onboarding assessments and advanced customization for larger teams.
What kind of reporting features are available?
Reporting is available on both user and organization levels. The Pro and Enterprise plans offer detailed reporting on user assessments and organization-level engagement, which is particularly useful for managing multiple users or teams.
Is there support for multiple organizations?
The enterprise plan supports unlimited organizations, including features like branded marketing materials, branded enrollment materials, and financial wellness tools.
Who is the platform suitable for?
The platform serves a wide range of users, including agencies, coaches, content creators, financial advisors, employee benefit providers, financial literacy programs, retirement plan advisors, and workplaces.