Pricing

Assessment (Initial and Updates)

We’ve spent a lot of time talking about how great our proprietary assessment engine is.  We also believe it is extremely cost effective and provides a ton of value for the the price you pay.  Typically a fee only financial planner would charge 4 times (and often much more) to try to provide what our assessment provides.  Again, we know of no other tool that comes close to delivering what ours does (and we think you will agree)!

Assessment Price
(Pre-Paid)
Price
(Bill Me)
Includes Get To Know You Session Includes Assessment Review Session
Full Assessment (Income, Expense, Debt and Asset)  MOST POPULAR $297.00 $342.00 30 Minutes 1 Hour
Getting Started Assessment (Income, Expense and Debt) $148.50 $171.00 30 Minutes 1 Hour
Income Assessment $59.00 $69.00 30 Minutes 30 Minutes
Expense Assessment $59.00 $69.00 30 Minutes 30 Minutes
Debt Assessment $59.00 $69.00 30 Minutes 30 Minutes
Asset Assessment $148.50 $171.00 30 Minutes 30 Minutes

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Sessions

Your extremely capable and dedicated Money Trainer will meet with you on your schedule in whatever way that works best for you. You call us, we’ll call you, join a conference call, have a video call (our favorite), or meet in person if you live in one of the cities we currently serve locally.  You can meet with your dedicated Money Trainer anytime you need to and on whatever schedule you feel best meets your needs (daily, weekly, monthly, quarterly, annually…whatever).

Sessions Price
(Pre-Paid)
Price
(Bill Me)
1 Hour Session $99.00 $114.00
1/2 Hour Session $59.00 $69.00

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Additional Fees

Our Money Trainers are available anytime you need them and on whatever schedule you feel best meets your needs.  We do charge an additional session fee for sessions outside normal business hours (outside 7AM-6PM CST).

Additional Fees Price
1 Hour After Hours Session Fee $15.00
1/2 Hour After Hours Session Fee $10.00
Late Payment Fee (After 30 Days) 15%

40% Off Referral Program

The best compliment you can give us is to tell your friends and family about us.  Do it and you will save money!
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Referral Program Discount
Give A Referral Coupon – If a friend you referred to us uses a Referral Coupon you gave them and becomes a client you will receive 40% off your next Session (one coupon per service, no lifetime limit). 40% Off
Use A Referral Coupon – If you use a Referral Coupon from a friend you will receive 40% off your initial Session. 40% Off

Pay It Forward Packages

Are you having a financial crisis?

Do you need help but don’t think you can afford our services right now?  We truly believe in Paying It Forward!  Apply for a MyMoneyTrainer Scholarship and we will try to help!  Once you get on your financial feet you can become a customer for life and even Pay It Forward yourself by providing a MyMoneyTrainer Scholarship for someone else in need.

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Would you like to help someone in a financial crisis?

MyMoneyTrainer regularly helps people pro-bono.  It is a part of our mission and vision.  We can help even more people with your support.  Pay It Forward by giving a MyMoneyTrainer Scholarship!

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Help someone you know!

Do you know someone who needs help with their finances?  Many times it is a very awkward situation for you to get directly involved.  Would you like to give the gift of financial planning to a loved one (a parent, newlyweds, new graduates, children, employees).  Purchase a Pay It Forward Package and we’ll give you a gift certificate you can provide them.  Then you can trust they will get the same great services each of our clients receive.

Pay It Forward Packages Price
(Pre-Paid)
Includes Get To Know You Session Includes Assessment Review Session
MyMoneyTrainer Scholarship (Varies) Varies 30 Minutes Varies
New Graduate (Income, Expense and Debt) $148.50 30 Minutes 1 Hour
Parent (Full Assessment) $297.00 30 Minutes 1 Hour
Newlywed (Full Assessment) $297.00 30 Minutes 1 Hour
Employee Benefit (Full Assessment) $297.00 30 Minutes 1 Hour
Help Us Help You (Full Assessment) $297.00 30 Minutes 1 Hour
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