Pricing Plans
Choose Your Path to Financial Success
Start with our app and unlock personalized advisory services through Winford Wealth, LLC. Lock in Founding Member pricing through August.
π Start with the Winford App
Full access to our budgeting & investing app to help you launch your financial independence journey. Option to add-on advisory services offered by Winford Wealth, LLC.
Add Advisory Services
Accessed through the app β’ Offered by Winford Wealth, LLC, a subsidiary of Fundaimental, Inc.
Launch
Message a coach and open an AlphaCash account
Start in the app: Connect with a licensed financial coach via messaging and access your AlphaCash account.
Connect
Live meetings with a licensed coach
Start in the app: Everything in Launch plus live calls with your coach and tax prep assistance.
Comparing Advisory Features
Advisory services are accessed through the app (app subscription sold separately). The table below shows the advisory services available at each tier.
Features | Launch | Connect | Signature |
---|---|---|---|
π Starter portfolio recommendation | |||
π§ Tax support via email | |||
π° AlphaCash account access | |||
π¬ Unlimited messaging with a financial coach | |||
π Live calls with your coach | β | ||
β‘ Priority messaging response | β | ||
π Tax prep and filing | β | ||
π Real-time budget & cash flow review/feedback | β | β | |
π― Investment allocation management, monitoring & rebalancing | β | β | |
π‘ Tax strategy execution | β | β | |
π’ Equity compensation strategy | β | β | |
π Access to full range of private market / alternative investments* | β | β | |
π Unlimited live calls | β | β | |
π¨βπΌ Full-service tax prep and filing with CPA partner | β | β |
*Access to alternative assets may be limited based on individual accreditation status due to government regulations.