Level 1

$1,350

Designed to work on: basic budgeting & creating financial self-awareness

Best for:

  • college students with part-time income

  • college grads starting out their career

  • those who want to master budgeting

  • those who need to get a handle on their debts

Not sure if Level 1 is right for you?


Level 2

$1,620

Designed to work on: creating positive cash flow

Best for:

  • entrepreneurs who want to balance personal and business finances

  • young professionals who want to be more efficient with their income

  • those who want to stop living paycheck to paycheck

Wondering if Level 2 is for you?


Level 3

Designed to work on: financial independence

Best for:

  • young professionals who want to hit big savings goals (funding emergency fund, saving for a house down payment, saving for a wedding or big vacation)

  • employees who want to start their own business

  • those who want to upgrade their living situation (move out from parents’ house, start living on your own, buying a home)

Is Level 3 the right fit?


Want to master your finances? Take the assessment and we’ll contact you with the next steps!