STASH PLAN®

for Couples

Personalized advice and guidance so you can feel confident with every aspect of your money situation:

  • Credit Cards
  • Saving
  • Investing
  • Retirement
  • Student Loans
  • Merging Accounts
  • Tax Hacks
  • Insurance
  • Estate Planning
  • …and more

HOW IT WORKS

5 – 6 week process
+
2 one-hour virtual meetings with your dedicated financial planner
+
A little bit of homework
(It’s not as bad as it sounds!)

*You and your S.O. are required to be on each meeting.

WHAT YOU GET

The confidence you’ve been looking for with a game plan that lays out everything you need to do to get from where you’re at to where you want to be. That means something a little different for every HENRY™ because no two situations are alike. We cover bank accounts, income, debt, spending habits, goals, taxes and pretty much anything else pertinent to your situation.

We answer all the questions you ask (and the ones you don’t even know to ask!)

Not in a serious relationship? You want Stash Plan® for Individuals.

BUY STASH PLAN® $1997

Upon purchasing the Stash Plan®, you’ll receive a Welcome Email with next steps.

Upgrade your lifestyle

Our planners aren’t here to tell you what you can’t do. They’re here to show you how much you can do when you have your financial sh*t together.

Double-check your work

As a HENRY™, you are clearly doing some things right. We don’t waste time on the stuff you get. We fill in the gaps and spend time helping you take it to the next level.

Automate your financial life

We get it – you’re busy. We show you how to automate your financial plan so you don’t have to manage it day to day and can make progress without lifting a finger.

Is the Stash Plan® right for you?

TAKE THE 2 MINUTE QUIZ TO PRE-QUALIFY FOR THE STASH PLAN®

WHAT HAPPENS AFTER I COMPLETE THE STASH PLAN®?

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On-going support ONLY available to HENRYs™ who complete the Stash Plan®