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
Single Services
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
Car Buying Services
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!