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Pricing
Choose your level of guidance.
Start with the app, add a person, or bring the business in too.
MoneyYogi AI
Your entire financial life in one place.
$199/year, two months free.
- Automatically connect your accounts
- A live net worth statement
- Understand money coming in and out
- Every transaction, searchable
- Scores to understand your financial health
- An encrypted document vault
- Ask your money anything AI Chat
- Personal and business, kept apart
- Auto learning categorization system
- Recurring charges and what's coming
- Budgets and Bills tracked effortlessly
- Task center to manage money-related actions
MoneyYogi Personal
1:1 help managing your money and everything around it.
- Fully delegated investment management (0.50% of AUM)
- Continuous planning
- Retirement planning
- Social Security planning
- Tax planning and analysis
- Estate coordination
- Monthly one-on-one Money Checkups
- Ongoing access to the Advisor
- Your accounts held at an independent custodian
- MoneyYogi software included
MoneyYogi Business
Two financial lives. One unified plan.
- Everything in MoneyYogi Personal
- Automated business banking and cash flow
- AI-assisted bookkeeping systems
- Coordination with your CPA, attorney, and team
- Personal and business, cleanly split
- Business financial health strategy
- Business exit and succession planning
- MoneyYogi AI included
MoneyYogi AI is software provided by MoneyYogi LLC as a self-directed tracking and organization tool. Account connections are read-only, and nothing in the software is investment, tax, or legal advice. MoneyYogi Personal and MoneyYogi Business are financial planning and investment advisory engagements offered by Boundless Wealth LLC d/b/a Money Holistics. Boundless Wealth LLC and MoneyYogi LLC are under common ownership, which is a conflict of interest. Use of MoneyYogi software does not create an advisory relationship, and no software subscription is required to become or remain an advisory client. Advisory fees are negotiable. Investing involves risk, including possible loss of principal.