WHAT WE DO

Money Positive offers personalized financial plans for individuals and families. We will work closely with you to organize your finances, get your budget in order, and help you with topics such as:

  • Breaking the living month-to-month cycle
  • Investing for retirement
  • Starting a business
  • Employee benefits
  • Insurance and risk management
  • Philanthropy
  • Estate planning
We work with clients nationwide and would love to meet you and learn about your goals. Book a free meeting lewis@money-positive.com.

PRICING

Financial Planning is an ongoing relationship. Service starts with a 30-day, no-commitment free trial. Following the trial there is a recurring no-commitment monthly fee.

  • Individuals: $70 for the first 6 months and then a reduced fee of $40 per month thereafter.
  • Couples or more: $90 for the first 6 months and then a reduced fee of $60 per month thereafter.

Rates are negotiable and discounts may apply. Sliding scale available on a case-by-case basis.

CONTACT

When you are ready, Money Positive is here to help.
Let's Talk

MISSION

Money Positive believes in the power of investing. Investing for financial security. Investing in our environment and investing in each other. Money Positive

  • Pledges to be your Fiduciary, your best interests always come first
  • Has no conflicts of interest
  • Is the first and only investment advisor in Texas to carry B Corp certification
  • Plants a redwood tree for every client in partnership with the Redwood Forest Foundation
  • Is powered by sustainable wind energy
  • Pays a fair and livable wage
  • Provides a “baby box” to clients with newborns to welcome their new family member
  • Rebates part of the fee for clients to get TSA Pre-check for at their 1 year planning anniversary
  • Supports various nonprofits and causes with sponsorships, volunteering, and pro-bono financial planning services please email us with requests and proposals