Money Plan Manager Founding

Money Plan Coach

Lock in your founding membership

Live coaching that keeps your whole financial plan moving — at the founding rate, locked for life. Guided by Mark Todd Harvey, fiduciary advisor & Enrolled Agent.

✓ Live group coaching, twice a month

✓ Your spouse included — one price

✓ Every session recorded — never miss one

✓ Your founding rate — locked for life

Our promise: we identify real, specific savings in your plan — or we keep working until we do. We guarantee savings found, never investment returns.

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Money Plan Manager — done for you Automatic account sync included.

• Everything in The Money Plan Coach

• We manage, organize, sort & interpret all your documents into your personal financial-plan portal

• A complete tax-prep file assembled for tax time — we assemble your tax docs for you

• Automatic bank sync included — we do your accounting and fold your monthly budget, spending & income into your plan

• All you do:

(1 ) forward docs into your secure portal, and

(2) clarify an expense when your bank can't $149/mo — Founding rate, locked in for life.

Regular (post-founding rate) = $299/mo after founding closes Jan 1, 2027.

We guarantee savings found, never investment returns.

Lock in your founding membership

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