Plan Includes:
Starter
Perfect for individuals or small teams beginning their financial journey. A simple plan to help you get started with clarity.
$99
/month
- 1 Kick-off strategy call
- 2 Follow-up sessions
- Access to digital templates
Professional
Reccomended
Designed for growing businesses that need deeper insights and tailored strategies. Gain the guidance and tools to scale.
$399
/month
Plan Includes:
- Monthly strategic planning session
- Unlimited 1:1 consulting sessions
- Resource library access
- Email + text support
Executive
Built for leaders and organizations managing complex challenges. Unlock premium support, advanced strategies, and priority access.
$599
/month
Plan Includes:
- Monthly executive review session
- 6 Custom consulting sessions per month
- VIP resource library access
- Priority phone + email support
Frequently asked questions
What does CRM mean?
CRM stands for Content Relationship Management. Using a CRM platform gives everyone involved in your business a way to manage customer interactions to increase growth.
Is it really free to start?
Yes! You can opt to stay within the free tier for as long as you want to. It’s a great way to get a feel for the platform before deciding to upgrade to take advantage of the more advanced features.
Can I import data?
Yes! Getting your existing data in is easy. Simply export your existing customers to a .csv file and import them within a couple of clicks.
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