Ready for Next-Level Financial Support?
Choose the level of coaching and accountability that fits where you are, from a starting budget to monthly one-on-one calls.
Money Management Plans
Our Money Management Solutions plans provide financial organization, budgeting and cash-flow support, goal tracking, education, coaching, and accountability. Included services and meeting frequency depend on the plan selected. Personalized securities recommendations, portfolio management, and investment advisory services are not included in DNA’s coaching subscription. Clients interested in those services may engage Darryl separately through Wealth Watch Advisors, Inc., subject to that firm’s agreements and applicable fees.
Launch Plan
- Initial financial snapshot & budget setup
- DIY tracking templates
- One goal-setting session
- Quarterly email support check-in
- 10% tax preplanning services
Growth Plan
- Comprehensive financial review
- Tailored strategies for finances
- Quarterly virtual consultations
- 24/7 dashboard access
- 20% off tax planning services
THRIVE PLAN
- Monthly 1-on-1 coaching calls
- Unlimited email Q&A
- Annual financial organization and goal-progress review
- 30% off tax planning services
- Priority scheduling
- Exclusive financial planning tools and workshops
Detailed Comparison Chart
What each plan includes, side by side.
| Core Feature | Launch Plan | Growth Plan | THRIVE PLAN |
|---|---|---|---|
| Who It’s ForA quick summary of the type of client best suited for the plan. | Those new to budgeting or looking for financial clarity | Individuals or families seeking personalized structure and coaching | High-income earners or business owners needing expert-level strategy |
| Initial Strategy CallA one-time onboarding session to establish your financial goals and assess your current situation. | 30-Min Onboarding Session | 60-90 Min Strategy Call | 60-90 Min Strategy Call |
| Ongoing SupportThe level of continuous help and guidance included with the plan. | Self-guided tools + limited support | Quarterly email & video support | Unlimited support |
| Email Q&AThe number of email-based questions you can ask per month and get a response from a financial expert. | 4 emails per month | 8 emails per month | Unlimited |
| Financial Dashboard AccessThe level of access to your personal financial portal and tools. | Basic view | Full dashboard access | Full dashboard + mobile alerts |
| Spending & Budget TrackingTools and support provided to help you monitor and manage your monthly spending and budget. | Included | Included | Included |
| Customized Goal PlanningTailored strategies to help you reach specific financial goals such as saving, paying off debt, or planning for large purchases. | Basic templates | Personalized planning | Fully tailored plans + scenario modeling |
| Tax Prep DiscountThe percentage discount offered for federal and state tax preparation services. | 10% | 20% | 30% |
| Quarterly Check-In MeetingsAvailability of scheduled virtual meetings every quarter to assess financial progress. | Included | Included | Included |
| Monthly Coaching SessionsAvailability of monthly financial coaching sessions to review your progress and next steps. | Not included | Included | Included |
| Insurance Needs ReviewA review of your insurance coverage needs. Investment reviews are not part of any plan; Darryl offers them separately through Wealth Watch Advisors, Inc. | Not included | Not included | Included |
| Priority SchedulingWhether you receive scheduling preference for meetings and consultations. | Not included | Not included | Included |
| Secure Document StorageAccess to upload and store your financial documents securely online. | Included | Included | Included |
| Mobile AccessAbility to access your financial tools and dashboard from your smartphone or mobile device. | Included | Included | Included |
| Financial Product GuidanceGuidance on everyday financial products such as savings accounts, credit cards, and loans. Securities recommendations are not included in any plan. | General tips only | Product fit guidance | Education on available options and next steps; insurance implementation, when appropriate, under a separate disclosed scope |
| Access to a Financial Educator or CoachDirect access to a DNA financial educator or coach. | Not included | Included | Included |
Frequently Asked Questions (FAQ)
Can I upgrade from Growth to Thrive later?
Absolutely! You can upgrade at any time. Just reach out to our team, and we'll make the transition quick, seamless, and effective — so you can start enjoying Thrive-level support right away.
Are the plans personalized?
Yes. Your plan is built around your goals, income, spending habits, and life circumstances, and Thrive clients get more frequent plan updates and deeper coaching sessions. The plans cover organization, budgeting, cash flow, education, coaching, and accountability. Investment recommendations and portfolio management are not part of any plan.
Do I need a long-term commitment?
Yes, our plans require a 12-month commitment due to the significant time we invest upfront in assessing your financial health and creating a tailored strategy. You can pay monthly for flexibility or save more by choosing our annual plan.
Is there a setup fee?
Yes, there is a one-time $125 setup fee, which covers the preparation of your tax report, initial profile setup, and training on how to use our financial management platform.