Financial Support for
Every Stage of Life.
Start working with a Money Partner today.
Pocket Change Start
For Students & Young Professionals
$150 / month
Monthly Money Partner meetings, model updates
(No setup fee)
Who It's For
High-school seniors, college students, and young professionals learning to manage money confidently and avoid costly mistakes early.
What's included:
- A personalized Pocket Change Playbook covering budgeting, income, expenditures, savings, and healthy spending and credit-building habits.
- Monthly Money Partner Reviews to refresh your Playbook, reinforce habits, and build confidence.
- Simple tools for tracking income, expenses, and short-term and mid-term financial goals.
- Guidance on setting up accounts, savings targets, and early investment strategy.
$150 / month
Why it works:
You’ll build lifelong money skills before bad habits take hold — with a supportive guide keeping your Playbook (and your momentum) growing every month.
Pocket Change Solo
For Independent, Single Adults
$750 one-time setup
Creation of your Personal Financial Playbook
$250 / month thereafter
Monthly Money Partner Reviews with PlayBook updates
Who It's For
Single professionals and independent adults managing their own households and financial goals.
What's included:
- A custom 3-Year Pocket Change Playbook mapping income, spending, debt, and savings strategies.
- Monthly Money Partner Reviews to update your Playbook, measure progress, and adapt to changes.
- Guidance for major decisions — job transitions, first home, lifestyle shifts.
- Systems for budgeting, automation, and saving toward long-term goals.
$250 / month thereafter
Why it works:
You don’t just plan once - you operate with clarity.Each month, your Playbook evolves with you.
Pocket Change Together
For Couples & Households of 2 or More
$1,000
Creation of your Household Financial Playbook
$400 / month
Monthly Money Partner Reviews with model updates
Who It's For
Partners and families aligning on shared goals, expenses, and communication around money.
What's included:
- A unified 3-Year Household Financial Playbook detailing income, debts, savings, and investments across both partners.
- Monthly Money Partner Reviews to update your model, track milestones, and facilitate productive money conversations.
- Tools for transparent budgeting, shared decision-making, and accountability.
- Support during major life milestones — home buying, childcare, debt paydowns, or career changes.
$400 / month
Why it works:
You’ll replace tension with teamwork. The Playbook and Money Partner keep partners aligned and accountable month over month.
Pocket Change Decisions*
À la Carte — Deep Support for Major Financial Choices
For the big calls that shape your financial life.
Some decisions deserve extra diligence; buying a home, trading in a car, choosing between renting or buying, refinancing, or taking on new debt. Pocket Change Decisions provides project-based, sleeves-up support for moments when clarity and analysis matter most.
Who It's For
What's included:
- Quick intake and scoping conversation.
- Detailed analysis and modeling of your options.
- Can include active negotiation support at the point of purchase (if applicable).
- Follow-up call with key takeaways and next steps.
Pricing varies by scope and complexity, with most engagements starting at $500.
You will receive a clear quote after the scoping call.
Why it works:
Most clients save far more than the project cost by making informed, data-backed decisions - and gain peace of mind in the process.
*Available for existing Pocket Change Plan clients only.
All Plans Include
- Access to your Pocket Change Playbook and communication platform.
- Secure data storage and iterative model updates.
- Between-session chat support for quick questions.
- Cancel anytime after 3 months - your Playbook remains yours to keep.