Services

What Do We offer

Choose the Plan That Fits Your Financial Journey

Whether you’re just getting started or ready for advanced financial planning, MoneyWiz has a subscription plan built for you. Explore our flexible tiers and pick the one that fits your goals.

Basic Plan - For Beginners and Budgeters

Price $3/month

Perfect for: Individuals who are new to budgeting and want a simple, effective way to manage daily spending.

  • Easy Budgeting Dashboard – See all your money in one simple view.

  • Track Spending & Income – Know where your money goes automatically.

  • Real-Time Bank Syncing – Link your accounts for up-to-date info.

  • Spending Alerts & Reports – Get alerts and simple charts to stay on track.

  • Savings Goals – Set goals and watch your progress grow.

  • Custom Categories – Make your budget match your lifestyle.

  • Mobile Friendly – Use the app anytime, anywhere.

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Premium Plan - for smart financial growth

price $9/month

Perfect for: Users who want smarter insights, automated tools, and credit awareness.

  • Everything in Basic, plus:

  • Smart Money Tips – Get AI-powered advice to help you save and spend better.

  • Credit Score Tracking – See your credit score and get alerts if it changes.

  • Better Budget Alerts – Know when you’re close to overspending.

  • Advanced Reports – Understand your money habits with detailed insights.

  • Custom Notifications – Get reminders tailored to your financial activity.

  • Priority Support – Faster help when you need it.

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Elite Plan - for full financial planning and coaching

price $12/month

Perfect for: Users who want expert-level support, investment tracking, and tax guidance. dolore eu fugiat.

  • Everything in Premium, plus:

  • Investment Tracking – Link your accounts and see how your investments are doing.

  • Tax Planning Tools – Get basic tax tips and tools to help you prepare.

  • 1-on-1 Financial Coaching – Talk to a real coach for personal money advice.

  • Custom Financial Plans – Get a plan made just for your goals.

  • Monthly Coaching Sessions – Meet with your coach to stay on track.

  • Exclusive Resources – Access premium tools and financial content.

  • Top Priority Support – Get help fast from our most experienced team members.

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