Brunch & Budget Services

FIRST BRUNCH | Whether you need one-time advice or want to get to know us, our first (virtual) brunch is a good place to start

first brunch

BUDGE | Our premium concierge-level financial planning service to help you change your relationship with money

Budge Program Background

SEE CHANGE | Our comprehensive group financial planning program designed to help POC build generational wealth

see change

NUDGE | Our 3-month financial planning intensive is where we get in, get it done, and get you going

Budge Program Background

Services: Side by Side Comparison

BUDGE: 12-month premium concierge financial planning service
$299-$899/month (income-based sliding scale)
4 strategy calls: 1 onboarding call, 1 Discovery call, 1 Financial Roadmap Part 1 call, 1 Financial Roadmap Part 2 call
Deep analysis of all your financial documents, from your employer benefits, 401k/pension/IRA, tax returns, credit cards, student loan statements, other investments, insurance (life, disability, auto, home), estate planning, and credit report
We write a comprehensive financial plan with our recommendations and implementation strategy. These recommendation all get added to a customized task list that we manage together
Monthly 1-1 calls with your financial planner to make sure everything is implemented and help getting through your task list
Financial Advocate calls where we speak on your behalf and coordinate with other financial professionals
Unlimited email support with your financial planner with 24-48 hour business response
We manage your tasks together every month and in between calls, you're able to message/email your financial planner and schedule financial advocate calls as needed
12 month commitment
Lifetime access to a personalized financial portal to link accounts and manage your cash flow
If you are a POC Budge client, you are invited to join See Change free of charge!
SEE CHANGE: Comprehensive group financial planning for POC
$50/month (individual) $75/month (couple)
2 strategy calls: 1 onboarding call, 1 financial roadmap call
Education and advice around all financial planning topics and will review documents as requested, but do not analyze your financial documents proactively
We put together a financial task list based on our financial roadmap questionnaire and strategy calls that align with your goals and values so you know what your next steps are
Monthly cohort meetings to stay accountable + 1-1 checkins in Jan/May/Sept
No Financial Advocate calls
Message your financial coach anytime and they will respond once per week
You manage your task list with support from your financial coach and will have access to education courses as they are created
12 month commitment
Lifetime access to a personalized financial portal to link accounts and manage your cash flow
If you are See Change member, you can upgrade to Budge anytime!
NUDGE: 3-month financial planning intensive
One time payment $2,500 (individual) $3,500 (couple or biz owner)
4 strategy calls: 1 onboarding call, 1 Discovery call, 1 Financial Roadmap Part 1 call, 1 Financial Roadmap Part 2 call
Deep analysis of all your financial documents, from your employer benefits, 401k/pension/IRA, tax returns, credit cards, student loan statements, other investments, insurance (life, disability, auto, home), estate planning, and credit report
we write a comprehensive financial plan with our recommendations and implementation strategy. These recommendation all get added to a customized task list that we manage together
30 days unlimited email after 4 strategy calls
1 Financial Advocate call
30 days unlimited email after strategy calls
You receive a comprehensive task list to manage yourself with unlimited email support for 30 days
3 month commitment
Lifetime access to a personalized financial portal to link accounts and manage your cash flow
n/a

OPENINVEST | Coming soon! Our new investment partnership with OpenInvest that allows you to invest with your values

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