Service Tier
Ignite
Financial Intelligence for Everyone
You're building your financial foundation. Whether you're just starting out or catching up, we'll help you master the fundamentals and build lasting wealth habits.
Key capabilities
Financial Health Assessment
Your complete financial picture in 20 minutes
Monthly Insights
Personalized recommendations as your life changes
Quarterly Advisor Call
Real human guidance on your progress
Goal Tracking
Watch your financial goals come to life
What this looks like in practice
Real examples of the kind of insights and alerts you can expect.
“Your emergency fund covers 5.8 months”
Our platform tracks your financial health across 8 dimensions and surfaces actionable insights like redirecting savings once a target is hit.
“Open enrollment starts November 1”
We track your deadlines — tax payments, insurance renewals, employer benefits — so nothing falls through the cracks.
Everything included
Financial Health Assessment
Connect bank accounts or upload documents. Within 20 minutes, our platform builds a complete picture: income, spending, debt, savings, insurance, and investments.
Health Score Dashboard
Visual dashboard showing financial health across multiple dimensions — savings rate, debt ratios, emergency fund, insurance, and diversification.
Personalized Recommendations
3–5 prioritized recommendations targeting your lowest-scoring dimensions, reviewed by your advisor.
Monthly Check-ins
Automated insights triggered by spending patterns, income changes, or financial milestones.
Quarterly Advisor Calls
30-minute video calls with a human advisor to discuss progress, answer questions, and adjust the plan.
Basic Financial Planning
Budget optimization, debt payoff strategy, retirement savings roadmap, insurance gap analysis.
Goal Tracking
Define specific financial goals and track progress monthly — emergency fund, debt payoff, first home, retirement.
Learning Center Access
Personalized educational content: budgeting, investing 101, debt management, retirement planning.
Who this is for
You're building your financial foundation — earning $40K–$120K annually, have $0–$100K saved, and want professional guidance without the high minimums of traditional advisors. Perfect for graduates, early-career professionals, young families, and anyone serious about catching up.
Ready to get started?
Book a free 30-minute discovery call. No obligation, no pressure.