The Finhabits operating model is by monthly subscription, allowing you to access a digital investment advisory service, investment accounts and premium content that will help you improve your financial health. With this subscription, you have exclusive access to a variety of resources that will improve your and your family’s financial well-being.
Included with the subscription are:
- Up to three investment accounts (1 IRA + 2 Taxable or 3 Taxable).
- Money Journeys or Financial Challenges are interactive learning experiences designed to boost your financial skills and habits, with new content added every month.
- Exclusive Live Streams for subscribers provide a unique opportunity to interact with our financial experts. These sessions offer insights, advice, and answers to your financial questions, enhancing your financial knowledge and decision-making skills.
- Educational videos which encompass various topics, from fundamental investment knowledge to advanced strategies.
- Money Insights is a feature for receiving security alerts and tracking your cash flow from your bank account. You are taking proactive steps to ensure your financial security and maintain control over your funds.
The subscription value is $10 per month if the combined balance of your accounts is less than $12,000. For subscribers with a combined balance of all your investment accounts greater than $12,000, the subscription will not be $10 per month; instead, an annual management fee of 1.0% will apply, settled monthly.
For more details, you can watch the following video:
