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Choosing Your Ideal Budget

We provide customized strategies to streamline your finances. Compare our various plans to find the right direction for your unique wealth management.

Baseline Financial Tools
Free Plan

Try Hub Budget at no cost and discover how our specialized budgeting system can help you organize your outcomes with professional clarity and precision. This plan will give you access to blogs, posts and financial tools. 

Simple Budget Setup
Standard Plan

This option is ideal for clients who need a functional spending plan without intensive historical analysis. We establish your budget by reviewing the most recent one to three months of your personal transaction history.

Budgeting, Analytics & Detailed Hub Reporting
Premium Plan

Perfect for clients seeking a professional review of their financial behaviors and spending patterns. This plan features a detailed report on past habits, specific budget proposals, and guides for the Hub Budget Plan.

Full Financial Analysis & Advanced Hub Reporting
Deluxe Plan

Designed for clients who require a deep dive into financial behaviors. The Elite service reviews credit card and Amazon transactions to find specific habit patterns. You will receive a high-level analysis of your spending, a comprehensive report on past behaviors, a tailored budget proposal, and full instructions for your Hub Budget Plan.

Choose Your Path to Clarity

Professional tools designed to simplify your financial journey.

  • Free Plan - Access to Blogs + Tools

    0$
     
    For those who simply want access to the community posts, blogs and financial tools
    Free Plan
    • Access to Hub Budget Blogs
    • Access to Hub Budget Financial Tools
    • Access to Hub Budget Posts

  • Standard Plan - Budget Creation

    39.99$
     
    For those who simply need a budget for their spending and do not require a deep analysis into their historical spending. We create a budget for you, using the past 1-3 months of transaction history. 
    Valid for one month
    • One-Time Financial Review - Up to past 3 months
    • One-Time Budget Report
    • Proposal(s) of a Personalized Budget

  • Premium Plan: Financial Analysis

    79.99$
     
    Simplify your finances with the Premium Plan: get a personalized budget, monthly reviews, financial reports and an automation plan to help you stay on track and make confident financial decisions.
    Valid for one month
    • One-Time Financial Review - Up to past 12 months
    • Proposal(s) of a Personalized Budget
    • One-Time Budget Report with tips
    • Personalized Finance Report that details past habits
    • Signature Hub Budget Automation & Transfer Plan

  • Deluxe Plan: Deep Financial Analysis

    99.99$
     
    Simplify your finances with the Premium Plan: get a personalized budget, monthly reviews, financial reports, automation plan and a full review of your credit card and amazon purchases.
    Valid for one month
    • One-Time Financial Report - Up to past 12 months
    • Proposal(s) of a Personalized Budget
    • One-Time Budget Report with tips
    • Personalized Financial Report that details past habits
    • Signature Hub Budget Automation & Transfer Plan
    • One-Time Credit Car & Amazon Purchase Analysis

  • Standard Plan - Budget Creation

    29.99$
    Every month
    +$9.99 Setup Fee
    For those who simply need a budget for their spending and do not require a deep analysis into their historical spending. We create a budget for you, using the past 1-3 months of transaction history. 
     
    • Monthly Financial Review - Up to past 3 months
    • Proposal(s) of a Personalized budget
    • Monthly Budget Report
    • *Hub Budget Plan not included

  • Premium Plan: Financial Analysis

    59.99$
    Every month
    +$19.99 Setup Fee
    Simplify your finances with the Premium Plan: get a personalized budget, monthly reviews, financial reports and an automation plan to help you stay on track and make confident financial decisions.
     
    • Monthly Financial Review - Up to past 12 months
    • Proposal(s) of a Personalized Budget
    • Monthly Budget Report with tips
    • Personalized Finance Report that details past habits
    • Signature Hub Budget Automation & Transfer Plan
    • Access to Hub Budget Blog

  • Deluxe Plan: Deep Financial Analysis

    79.99$
    Every month
    +$19.99 Setup Fee
    Simplify your finances with the Premium Plan: get a personalized budget, monthly reviews, financial reports, automation plan and a full review of your credit card and amazon purchases.
     
    • Monthly Financial Review - Up to past 12 months
    • Proposal(s) of a Personalized Budget
    • Monthly Budget Report with Tips
    • Personalized Financial Report that details past habits
    • Signature Hub Budget Automation and Transfer Plan
    • Access to Hub Budget Blog
    • Monthly Credit card & Amazon Purchase Analysis
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