Real support, at a price that makes sense.
Every plan includes the full Agency for Wealth Method, all the tools, and a real coach. Pick how much support you want.
Backed by the AFW Guarantee. No judgment. No jargon.
Pick the support that fits you.
Most financial coaching runs $150 to $350 per hour.
Every plan below includes a full month.
Everything you need to finally understand your money.
Everything in Coaching, plus your own dedicated coach and a yearly tax deep-dive.
Coaching paid for itself the first month. Having someone in my corner made me finally take action.
All plans: cancel anytime by contacting us. Prefer to commit for a year? Save with annual billing.
Most people start here.
There's no wrong door. Here's the quick way to tell which plan fits where you are right now, and you can always move up later.
Choose Membership if…
You mostly need to understand your money and want a coach you can message when questions come up.
Choose Coaching if…
You want someone to actually talk things through with you every month. This is what most members pick.
Choose Complete if…
You want the same coach every time, and a licensed tax professional digging into what you’re overpaying.
Still not sure? Start with Membership. You can move up anytime, and your coach will tell you honestly if you'd get more out of a different plan.
What's included in each plan?
| What you get | Membership $149/mo |
Coaching $299/mo |
Complete $399/mo |
|---|---|---|---|
| AFW Guarantee | Included | Included | Included |
| The Agency for Wealth Method | Included | Included | Included |
| All lessons: 25 lessons, 5 to 10 min each | Included | Included | Included |
| All tools, worksheets, and calculators | Included | Included | Included |
| AFW Portal access | Included | Included | Included |
| Community | Included | Included | Included |
| Message a coach: 24-hour response | Included | Included | Included |
| Monthly 1-on-1 coaching call (1 hour) | Not included | Included | Included |
| Monthly group coaching session | Not included | Included | Included |
| Your own dedicated coach | Not included | Not included | Included |
| Annual tax savings analysis & reduction plan | Not included | Not included | Included |
| Monarch Money Professional account | Not included | Not included | Included |
Empty means it's not part of that plan. Every plan still includes the full Method, tools, and a coach.
The middle that's been missing.
Between a lonely app and an advisor who prices most people out: a real system with a real coach.
Costs less, and leaves you to figure all of it out alone.
Often thousands a year, with minimums that shut most people out.
And doing nothing? The costliest option of all: taxes you overpay, savings that never grow, another year of guessing.
Try it for a full month. Risk-free.
If you're not happy and don't feel better about your finances after 30 days, we'll refund your entire first month. The only way this works is if you feel good about it. That's on us to earn.
Annual plans are billed once at a lower rate and are a full-year commitment, so they're not covered by the 30-day refund.
People who felt stuck, now don't.
This made understanding money so simple. It's the first time I didn't feel intimidated looking at my finances.
I finally understand how my taxes work. It feels great knowing I'm not overpaying anymore.
I went from not understanding my money to getting business financing I never thought was possible.
Questions, answered plainly.
Can I change plans later?
How do I cancel?
What's the difference between messaging and live calls?
Do I get the same coach every time?
Who prepares the tax analysis in the Complete plan?
Is there a free trial?
What does annual billing save me?
Is this financial advice?
Start where you are.
You don't need to have it figured out. You just need to start, with a system that makes sense and a real person in your corner.