Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Money Positive Cooperative offers financial planning services through a monthly subscription model and a la carte services like real estate, investment portfolio, and retirement readiness analysis. They focus on helping clients establish financial goals and values, providing personalized recommendations and coaching.
They offer a monthly subscription service for $199 per month, which includes access to a custom online plan, live budgeting module, and financial coaching services.
They offer a la carte services: Real Estate Investment Analysis, Investment Portfolio Analysis, and Retirement Readiness Analysis, each costing $700 per service.
580 Fm3237, Suite B, Wimberley, TX, 78676