Unscary Financial Planning for Everyone
Money Positive offers fee-only financial planning services. We're based in Austin, TX, and work with clients nationwide. We'd love to meet and talk about your goals!
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WHAT WE DO
Money Positive offers personalized financial planning for individuals and families.
Our financial planners will work closely with you tackle short-term financial challenges and establish strategies for long-term flourishing. Including...
- Organize your financial information
- Develop a monthly budget
- Review your income or your business if you are self-employed
- Develop a debt repayment strategy
- Breaking the living month-to-month cycle
- Build an emergency fund
- Pick specific investments for retirement
We can also help plan for personal goals
- Plan for education, for you or your kids!
- Start a small business
- Save for a house
- Have money for travel
- That project you can’t stop thinking about
PRICING
We believe in transparency and affordability. Financial planning is a relationship. We spend the first six months getting organized and building habits. After that, we want to be there for you to keep you on track, be there when life events occur, and help as your goals evolve.
Individuals
$70First six months
Reduced fee of $40 per month thereafter
More Details
- Regular meetings to help you organize your data via our proprietary software platform
- Establish goals & intended outcomes
- Organize all your financial information using our proprietary, client-advisor software
- Set the framework for a monthly budget
Ongoing support includes
- 30 min bi-monthly check ins with your financial advisor
- Ongoing email support to answer any questions you may have
- Setting up your retirement savings plan
- Managing your long-term investment portfolio
Couples or Household*
$90First six months
Reduced fee of $60 per month thereafter
More Details
- Regular meetings to help you organize your data via our proprietary software platform
- Establish goals & intended outcomes
- Organize all your financial information using our proprietary, client-advisor software
- Set the framework for a monthly budget
Ongoing support includes
- 30 min bi-monthly check ins with your financial advisor
- Ongoing email support to answer any questions you may have
- Setting up your retirement savings plan
- Managing your long-term investment portfolio
WHO WE ARE
Money Positive Cooperative is employee-owned and operated.
Employee ownership means we can focus on clients interests without worrying what Wall Street thinks; we are not beholden to maximizing shareholder value.
Money Positive is the first financial planning B Corp headquartered in Texas. Being a certified B Corp means we are held to high ethical, governance, and environmental standards.