Memberships/Single services

Find a Plan that best suits you

Pricing

Tier 1

Perfect for beginners looking to take control of their finances. Includes:

$29.99

per month

Monthly budget creation tailored to your income and expenses

Education on APR (Annual Percentage Rate) and how to use it to your advantage

Strategies for saving money on everyday expenses

Tier 2

Ideal for individuals looking to repair and improve their credit. Includes:

$39.99

per month

Detailed advice on repairing your credit score

Tips to maintain and improve your credit steadily.

Personalized debt repayment strategies to minimize interest and maximize results.

Tier 3

Comprehensive support for long-term financial goals. Includes:

$49.99

per month

Home-buying planning to prepare you for purchasing your dream home

Quarterly financial reviews to ensure you’re on track to meet your goals

Access to exclusive financial advice for major life events

Initial Financial Assessment

This fee covers the first month of service if you choose to subscribe to a membership plan afterward.

Includes:

  • A customized monthly budget tailored to your income, expenses, and financial goals
  • A thorough review of your credit reports from all three major credit bureaus (Equifax, TransUnion, Experian)
  • A detailed action plan to improve your credit, reduce debts, and set achievable financial goals
  • 1 Hour sit-down with Alfi to go over finances
  • The Initial Financial Assessment fee of $99.99 is required for all new clients

Perfect for those looking for a clear financial strategy to get started.

$99

Insurance Quotes

Get expert assistance in finding competitive insurance rates that fit your needs and budget

Includes:

  • Guidance on comparing auto, renters, and home insurance plans.
  • Insights into the best insurance options based on your personal or family needs
  • While buying a new car, we ensure insurance quotes align with your financing to help plan monthly payments.
  • Assistance in understanding how deductibles and coverage levels affect your total costs.
  • Support in bundling multiple policies (e.g., auto + renters) for discounts

Ideal for individuals seeking cost-effective insurance solutions

$49

Taxes (Coming Soon)

Simplify tax season with expert guidance to ensure compliance and maximize your refund

Includes:

  • Assistance with understanding deductions and credits you may qualify for
  • Guidance on preparing necessary documentation to streamline the filing process
  • Advice on how tax planning can align with long-term financial goals, such as saving for a home or retirement

With our tax guidance, you can feel confident knowing your finances are optimized for both immediate savings and future success.

$99

Car-Selling Assistance

Maximize the value of your car sale with professional guidance

Includes:

  • A detailed comparison of trade-in vs. private sale options
  • Tips on preparing your vehicle for sale to attract the best offers
  • Assistance in understanding and maximizing tax credits during a trade-in
  • Market insights to help you set the most competitive and profitable asking price.
  • Guidance on evaluating offers to choose the best one based on value and convenience

Perfect for anyone navigating the car-selling process for the first time

$150 or 2% Sale Price

Standard Car-Buying Assistance

Our Standard Car-Buying Assistance provides expert guidance to help you navigate the entire car-buying process

Includes:

  • Assistance in finding competitive rates and securing the best auto financing.
  • Researching rebates and discounts available for your desired vehicle.
  • Shopping around for interest rates to ensure you get the lowest possible rate.
  • Step-by-step support in negotiating with dealerships to save you money.

$399

Standard Car-Buying + Insurance Package

Upgrade your experience with car-buying support and personalized insurance quotes.

Includes everything from the Standard Package, PLUS:

  • Expert assistance in securing auto insurance quotes tailored to your budget and coverage needs
  • Comprehensive guidance on aligning insurance premiums with your car financing plan
  • Help with understanding insurance coverage requirements mandated by lenders or dealerships

$450

Standard Car-Buying + Selling Package

A complete solution for individuals buying a new car and selling their current one, designed to save you time and maximize value

Includes everything from the Car-Buying + Car-Selling Assistance, PLUS:

  • Streamlined Process: Coordinate the buying and selling processes to reduce stress and overlap
  • Financial Optimization: Ensure you save on both the purchase and maximize the return on your sale

$499

Standard Car-Buying + Insurance + Selling Package

A complete solution for buying and selling a car with maximum financial benefits

Includes everything from the Car-Buying + Insurance Package, PLUS:

  • Professional guidance on selling your vehicle, including advice on
    • Trade-in vs. private sale options
    • Preparing your car for sale to attract the best offers
    • Maximizing tax credits from a trade-in

$525

Why Choose Our Car-Buying Services?

  • Save time and money by leveraging our expertise in researching financing, rebates, and insurance
  • Gain confidence in negotiating with dealerships and understanding your options
  • Ensure you’re making the best financial decision for your car purchase or sale
  • Personalized Dealership Support: We personally accompany you to the dealership to ensure you secure the best possible offer and negotiate with confidence

Payments will be in the form of Zelle, Cashapp, Check, Cash, Venmo, and PayPal until payment is set up online! Please reach out to get started!