Pricing

PRICING

Starter

FREE

$0  /annual

  • Consolidate all of your financial data in one place
  • Real-time updates to all your accounts
  • Set goals, track progress
  • Set up budgets & track expenses
  • Check your credit score

*

Plus

$9.99/mo

$99 /annual

Everything from the Pennywise Starter version, plus:

  • Share information with family members
  • Trusted investment advice
  • Access to a CFP (Certified Financial Planner)
  • Collect rewards for good financial practices
  • Special offers on credit products
  • … and more

Premium

$29.99/mo

$299 /annual

Everything from the Pennywise Plus version, plus:

  • Personal CFP assigned to your account
  • Unlimited chat sessions with CFP
  • Monthly phone/video conference with your CFP
  • Personalized financial plan

Unlimited

$99.99/mo

$999 /annual

Everything from the Pennysie Premium version, plus:

  • Unlimited phone/video conference with your CFP
  • Formal quarterly financial plan review
  • Access to advanced financial planning tools & resources

There is a range of Pennywise versions designed to meet your individual needs. Choose from our free Starter version, or move up to our more advanced Plus, Premium or
Unlimited versions.

STARTER VERSION – FREE

Who is it for? Anyone who wants to start taking control over their financial life. From the novice to the experienced, the Pennywise Starter version helps you manage your money, make smarter life decisions and achieve your financial goals.

PENNYWISE PLUS – $9.99/month ($99 annually)

Who is it for? The person who wants to go from basic money management to a higher level of financial planning, including additional self-learning resources and access to a Certified Financial Planner.

PENNYWISE UNLIMITED – $99.99/month ($999 annually)

Who is it for? The advanced investor who wants the highest level of financial planning and investment advice on a regular basis, with unlimited access to a CFP.

FEATURE PENNYWISE STARTER PENNYWISE PLUS PENNYWISE PREMIUM PENNYWISE UNLIMITED
  FREE! $9.99/mo
($99 annual)
$29.99/mo
($299 annual)
$99.99/mo
($999 annual)
All of your financial data consolidated in one place
Get real-time updates to all your accounts
Set goals, track your progress
Set up budgets & track expenses
On demand credit score check
Collect rewards for good financial practices **
Share information with family members **  
Special offers on credit card, mortgage, and more **  
Access to standardized portfolio recommendations  
Online, email or chat with a CFP (1x per month)  
Access to additional self-learning resources  
Access to the Pennywise Community Forum  
Personal CFP assigned to your account    
Unlimited online chats with your CFP    
Phone/video conference with your CFP (2x per month)    
Personalized financial plan developed with your CFP    
Unlimited phone/video conferences with your CFP      
Access advanced financial planning tools/resources      
Formal quarterly review of financial plan