Services & Pricing

Straightforward pricing for a genuinely custom product

Every path delivers a working financial system. The difference is how much of the work we do, and how long we stay involved.

Starter

“Organize and track my financial picture myself.”

$149one time
No subscription · no commitment
  • PurposeBuilt template Command Center
  • You enter balances, APRs, payments & income
  • Debt payoff modeling built in
  • Goal tracking built in
  • Setup guide & walkthrough video
  • No transaction ledgers required
  • No spending analysis
  • No build or Reveal session

Contact us to arrange your Starter delivery and setup.

Start with Starter
Custom

“Build it for me and teach me how to maintain it.”

$695one time
No subscription · no commitment
  • Command Center built around your numbers
  • Transaction categorization & spending analysis
  • Custom debt payoff strategy comparison
  • Goal tracking with target dates
  • Scenarios you request, modeled
  • Questions Worth Asking section
  • 60-minute Command Center Reveal
  • 30-day technical support window

Yours forever. No recurring charge, ever.

Choose Custom
Best value
Guided

“Build it for me, and help me stay on track.”

$595setup
+ $39/month
  • Everything in Custom
  • Quarterly PurposeBuilt Check-In
  • Quarterly scenario refresh
  • Ongoing system & formula support
  • Goal and target updates as life changes
  • Annual PurposeBuilt Reset (60 min)
  • You keep maintaining the day-to-day

First three months establish your system, then month-to-month.

Choose Guided
Managed

“Build it, maintain it and keep my financial picture current.”

$695setup
+ $99/month
  • Everything in Guided
  • We update your Command Center monthly
  • Pre-filled 10-minute monthly update form
  • PurposeBuilt Monthly Snapshot™ one-pager
  • Transactions re-categorized each month
  • Quarterly 30-minute review
  • Annual PurposeBuilt Reset (60 min)

First three months establish your system, then month-to-month.

Choose Managed

For organizations

Organizational Solutions

For businesses, nonprofits, hospitals, and government organizations—including municipalities.

By Quote

Custom financial systems built around your operations, funding, and reporting needs.

  • Budget and cash-flow dashboards
  • Donation and funding tracking
  • Impact reporting using agreed measures and available outcome data
  • Clear reporting for leadership, boards, donors, and stakeholders

For example, a hospital can explore how donations are allocated, what they fund, and which measurable outcomes can be reported. Scope and ongoing support are agreed before work begins.

Request a Quote

Opens an email to hello@purposebuiltmoney.com. Start with a project overview; no sensitive records needed.

Not sure which one

Answer three questions

No email required. Nothing is sent anywhere — this runs entirely in your browser.

1. How much of the building do you want to do?
2. Do you want to know where the money actually goes?
3. How much ongoing contact do you want?

Cost calculator

What it actually costs over time

Transparent math. No hidden renewal, no cancellation fee, no annual contract.

Choose a service

Minimum three months shown for Guided and Managed — that's the initial service period.

Your total

Get Started

Compare everything

What's included, and what we need from you

Pricing & terms

All amounts in US dollars. Monthly service is billed month-to-month after the initial period.
  Starter Custom Guided Managed
Setup$149$695$595$695
Monthly——$39$99
Initial service periodNoneNone3 months3 months
Minimum total commitment$149$695$712$992
First-year total$149$695$1,063$1,883
Year 2+ (if continued)——$468/yr$1,188/yr
AfterwardYours foreverYours foreverMonth-to-monthMonth-to-month

Information & deliverables

  Starter Custom Guided Managed
Bank & savings balances✓✓✓✓
Investment / retirement balances✓✓✓✓
Debt balances✓✓✓✓
Debt APR / interest rate✓✓✓✓
Minimum / required payments✓✓✓✓
Income✓✓✓✓
Monthly expensesYou enter✓✓✓
Bank transaction ledgerNot needed✓✓✓
Credit-card transactionsNot neededOptionalOptionalOptional
Transaction categorization—✓✓✓
Spending analysis—✓✓✓
Debt payoff modelingTemplateCustomCustomCustom
Goal trackingTemplateCustomCustomCustom
Scenario modelingBuilt-in toolsUp to 3 at buildRefreshed quarterlyMonthly on request
Command Center Reveal—60 min60 min60 min
Check-ins—30-day supportQuarterlyQuarterly + monthly updates
PurposeBuilt Monthly Snapshot™———✓
Annual PurposeBuilt Reset——✓✓
Who maintains itYouYouYou, with helpWe do

How the initial period works

Three months to get established. Then it's entirely up to you.

Your first three months are designed to get your PurposeBuilt system fully established. After that, continue month-to-month for as long as the service is valuable to you. Cancel anytime after your initial three months.

Guided minimum

$595 setup + (3 × $39) = $712

Managed minimum

$695 setup + (3 × $99) = $992

Starter and Custom are clean one-time purchases with no initial period and no subscription. No long-term contracts, no automatic annual renewals, and no cancellation fees on any path.

Before you pay anything

PurposeBuilt only requests financial information necessary to build your system. Credit-card transaction history is optional. Providing it allows us to create a more complete spending analysis, but you may choose not to share it. We never need passwords, Social Security numbers or complete account numbers. Read the full Privacy Promise.

Pick your path and we'll take it from there

You'll see exactly what we need from you before you're asked for a single number.

Get Started Read the FAQ