Simple, honest pricing
One complete Money Plan — choose how you want to work it:
do it yourself, have us do it for you, or done for you with Mark.
Do it yourself
Own the whole system and learn it at your own pace — coached by Mark’s video library.
- Full Money Plan software — all 12 areas
- A growing, on-demand coaching video/content library (self-paced — not live)
- The ongoing review portal (Money Decoder)
- DIY document-organizer + manual / CSV import
- Bring-your-own-advisor Review Packet
Optional add-on — Automatic Bank Sync $49/mo. Not required — keep your numbers current free with CSV import.
Have it managed
Forward us your financial life. We organize it, track it, and keep your plan current — you just review.
Automatic account sync included
- Everything in The Money Plan Coach
- We manage, organize, sort & interpret all your documents into your personal financial-plan portal
- Tax prep file assembled for you at tax time — we assemble your tax docs for you
- Automatic bank sync included — we do your accounting and fold your monthly budget, spending & income into your plan
- All you do: (1) forward docs into your secure portal, and (2) clarify an expense when your bank can’t
Done for you + Mark
Everything managed for you — plus Mark himself, on your plan.
- Everything in Money Plan Manager
- Two private 1-on-1 advisory hours a year with Mark
- Year-end hour (booked Oct 16–Feb 15)
- Mid-year hour (booked May 1–Aug 1)
Tax preparation and 1-on-1 advisory are provided through The Harvest Plan by Mark Harvey, EA — priced on their own and never bundled into your Money Plan Coach membership. Every plan starts with a free 48-hour workspace to build your plan and keep it. Questions? Email coach@moneyplancoach.com or call (949) 373-5777.