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Full financial management should not be reserved for the 1%.

An affordable, membership-based digital family office helping you realize your life goals through better financial decisions and clear actions. 

How it Works

01

One-click access to a trusted expert team.

Meet with a financial expert to discuss life and financial goals. 

02

Actionable plan.

Receive a clear financial plan with easy, actionable steps tailored to meet your household’s joint goals.

03

On-going accountability and execution for full financial management.

With ongoing membership, check in regularly with your advisor through chat or video who will help you take action towards your joint life and financial goals. Access a specialist team who can help with investments, real estate, estate planning, taxes, and insurance.

 Membership Levels

Financial Action Plan
3-Months for $800

Get clarity with a customized, actionable financial plan.

 

Includes 3 financial planning sessions and unlimited chat access with your financial expert to build key foundations:

  • align on joint life and financial goals

  • assess current finances (net worth & cash flow)

  • organize accounts for financial transparency

  • optimize with initial investment portfolio recommendations

  • gain clarity with a roadmap of steps to meet joint goals.

Accountability Plan
Annual at $89/month

Get results on your financial action plan with accountability.

Includes 5 accountability sessions and unlimited chat access with your financial expert to stay on track to achieve prioritized joint goals for the year.

 

Choose accountability areas based on priorities identified in your Financial Action Plan, such as cash flow, emergency fund, debt management, home purchase, education, retirement modeling, investment portfolio analysis and monitoring.


 

Advanced Plan
Annual at $189/mont
h

Get ahead on all household finances with advanced guidance. 

 

Includes 12 advisor sessions and unlimited chat access with your financial expert to assure comprehensive financial management, including:

  • Cash flow

  • Emergency fund

  • Debt management

  • Home purchase

  • Education

  • Retirement modeling

  • Investment portfolio analysis

  • Tax planning

  • Trusts & estates

  • Real estate

  • Insurance

  • Income & equity

Working with Financial Documents

Align on Joint Goals &
a Financial Plan

As soon as you take the Joint Goals Challenge, we will guide you through the process of defining and aligning on your personal near-term and long-range goals. You'll get to see your joint life and financial goals on a visual dashboard, keeping you motivated to achieve your life dreams as a team.

When you're ready for ongoing financial guidance you can subscribe to the Financial Action Plan Membership and set up your sessions at a convenient time via video conference. You and your partner will meet with your financial expert to agree on clear action steps, timelines, and progress targets on joint goals including:

  • Emergency Savings

  • Debt Management

  • Cash Runway for a Business

  • Retirement

  • ​Education

  • Major Purchases

  • Other Personal Goals

Couple with Mobile Phone

Gain Transparency with Digital Household Collaboration

The digital experience guides you in a streamlined process to gather your financial accounts for full transparency across the household. In your guidance sessions, your financial expert will assess the information, help assure full financial transparency between partners, provide recommendations and an expert diagnosis of your financial fitness, and help execute next steps to make progress on your plan, including:

  • Accounts Wrangling

  • Goals Analysis

  • Cash Flow Analysis

  • Investment Analysis 

  • Net Worth Analysis

Couple Sitting with Financial Advisor

Make Continuous Progress with Accountability Sessions

You will set up additional sessions throughout the year in order to stay on track toward joint progress targets and generate real outcomes together. Your financial expert will work with you and your partner to set up and review:

  • Clear Action Items

  • Automate & Track Money Allocation

  • Goals Progress

  • Cash Flow Progress

  • Investment Progress 

  • Net Worth Progress
     

Employee

Get a Risk Audit with Recommendations

With a Risk Audit module, the digital experience guides you in a streamlined process to gather the information necessary. At your next couples accountability session, your financial expert will answer any questions and provide you with an analysis and recommendations with clear next steps and execution on areas of potential risk and opportunity, including:

  • Credit Score

  • Insurance

  • Trusts & Estates

  • Taxes & Giving
     

Experts Panel

Cover Risks with Access to Trusted Specialist Services

During your couples accountability sessions, your financial expert will recommend more complex situations where you may need to take specific steps to ensure you've covered risks. We work with trusted specialist partners to deliver seamless access to services you need at costs competitive to the market. Our goal is to provide risk specialist services to you all in one place with membership discount package pricing, including:

 

  • Insurance Advisor

  • Trusts & Estates Advisor

  • Tax Expert (CPA) Advisor
     

Coffee Shop Owner

Super Charge Your Wealth with Access to Trusted Specialist Services

Your financial expert discussions may uncover opportunities to supercharge your wealth. We work with trusted specialist partners who can deliver deeper guidance and coaching services you need at costs competitive to the market. Our goal is to provide wealth building specialist services to you all in one place with membership discount package pricing, including:​

  • Alternative Investments Advisor

  • Income / Startup Equity Advisor

  • Business & Franchise Advisor

  • Real Estate Investment Advisor

  • Startup & Business Attorney

100% focused on the 99%

At JointGoals, we're redefining the way we manage financial health and household wealth together. Full financial management should not be reserved only for the 1%. We're 100% focused on making it accessible to more households.

We always

go way beyond just retirement or investments for full household financial management.

We never

stop at just planning, we continually help you stay accountable and on track to achieve your life goals.

We never

stick you with hidden or unreasonable fees that do not equal the value given.

We always

provide flat-fee accessible pricing, with cost-efficient technology to deliver affordable financial care.

We never

charge AUM fees or push products you don’t need, just to make a sale or get a referral fee.

We never

put up “bougie velvet ropes” based on minimum income or net worth.

KNOW YOU HAVE A TRUSTED FINANCIAL PARTNER FOR LIFE

Our team will be there for you as you achieve your joint goals and help you adjust as needed. If there is a year that you have reduced support needs, downgrade to financial plan maintenance and upgrade again at anytime to meet life's changing needs.

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