We want to make Advisor fees simple and affordable. We offer a variety of packages that are flat-priced. If you desire a customized package, however, we would determine your fee by evaluating three primary things:
The current credit score and your financial goals
Do you prefer to meet with an Advisor online or in-person
Do you prefer to meet with an Advisor at your home or business
With our pricing there are no hidden charges or fees. Every price quote includes budget creation, debt negotiations, credit reports, credit card tracking, Bankmatch, and routine advisor meetings for up to 1 year. A mandatory consultation fee of $125 (75 minutes) is required for business consultations. Additionally, a deposit of 20% is required upfront for any packages that are placed on a payment plan.
Note: Business consultation fees are deductible from any package fees if you choose to sign-up within 7 days.