Packages

Basic

$37.50*/Week
  • Bill and Debt Payments
  • Cash Flow Spike Management
  • Annual Cash Flow Plan
  • Integrated Self-Serve Client Portal
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Executive

$85.00/Week
  • Bill and Debt Payments
  • Cash Flow Spike Management
  • Annual Cash Flow Plan
  • Integrated Self-Serve Client Portal
  • Integration with Financial Advisor
  • Butler Cash Flow Monitoring
  • Quarterly Coaching - Feedback
  • Best Deals Concierge
  • Tax Paperwork and Accountant Communications
  • Handling larger transaction volume
  • Direct access to dedicated financial butler
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*Establishment fee’s range from $250 – $1200