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The Masterclass and packages

Every package includes the complete Financial Efficiency Audit™. Add the Financial Efficiency Masterclass™ to learn how to act on your results, or choose the VIP Experience for a private 60-minute review of your results with our team.

Optional: Advanced Tax Planning Diagnostic, +$250. A deeper evaluation of potential tax planning opportunities based on your business structure and financial situation. Available with any option.

Choose your package

Already started an audit? You can also choose a package when you finish it, to unlock your results.

Choose a package

Total$97

Have a code? Enter it on the payment page; a code that waives the fee brings the total to $0. Payment is handled by Stripe; we never see your card. Every package includes one audit, and business owners get both their personal and business audits.

Not sure which is right for you? Book a free 15-minute call first.

Book a free call

A free 15-minute call with our team. We’ll go over your results and priorities, or anything else about your finances you’d like to talk through. Free and no obligation.

Booking a call never changes your score or recommendations.