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.

MonthlyAnnual(Get 2 months free)

πŸš€ 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.

$3.99per month

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

Free

Start in the app: Connect with a licensed financial coach via messaging and access your AlphaCash account.

Most Popular

Connect

Live meetings with a licensed coach

$9
per month

Start in the app: Everything in Launch plus live calls with your coach and tax prep assistance.

Signature

Full-service wealth management with an advisor

$44
per month
+
0.15% of assets under management per year

Access through the app: For high earners with complex financial needs. Includes deep planning, unique investments, and comprehensive support.

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.

FeaturesLaunchConnectSignature
πŸ“ˆ Starter portfolio recommendation
πŸ“§ Tax support via email
πŸ’° AlphaCash account access
πŸ’¬ Unlimited messaging with a financial coach
πŸ“ž Live calls with your coachβ€”
⚑ Priority messaging responseβ€”
πŸ“‹ Tax prep and filingβ€”
πŸ“Š Real-time budget & cash flow review/feedbackβ€”β€”
🎯 Investment allocation management, monitoring & rebalancingβ€”β€”
πŸ’‘ Tax strategy executionβ€”β€”
🏒 Equity compensation strategyβ€”β€”
πŸ”’ Access to full range of private market / alternative investments*β€”β€”
πŸ”„ Unlimited live callsβ€”β€”
πŸ‘¨β€πŸ’Ό Full-service tax prep and filing with CPA partnerβ€”β€”

*Access to alternative assets may be limited based on individual accreditation status due to government regulations.

Still Unsure?

Book a one-time free chat with a financial coach who can answer questions about your situation.