Services

Structured financial advice for the next clear decision.

FinPath helps individuals move from uncertainty to a simple plan with budgeting guidance, savings strategy, loan advice, and financial planning built around real numbers.

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Core services

4

Starting consult

$50

Planning session

$150

Monthly support

$300

Budget review

Clear gaps

Map spending, fixed costs, and a safer monthly target.

Savings path

Focused

Set a practical reserve plan tied to your income rhythm.

Loan snapshot

on track

Debt-to-incomeReview ready
Next actionRefinance check

FinPath approach

One decision at a time.

Service menu

A practical service stack for day-to-day money decisions.

Choose a focused session for one issue or a deeper planning package when you want a fuller picture of your budget, savings, and borrowing options.

Budgeting assistance

Budget clarity

We review income, fixed costs, and variable spending to build a budget you can actually keep.

Savings strategies

Reserve planning

Set a monthly savings target and break it into a simple plan for emergencies, goals, and buffer cash.

Loan advice

Borrowing review

Look at repayment pressure, rates, and timing so the next loan decision feels less guesswork-heavy.

Financial planning

Long-view plan

Align savings, debt, and near-term goals into a plan that gives your next steps a clear order.

How it works

A clear process from first questions to a usable plan.

Each service starts with the same rhythm: understand the current picture, choose the priority, and leave with next actions you can follow without extra noise.

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01

Review the numbers

We look at income, expenses, debt, and goals so the plan starts from reality, not a template.

02

Choose the priority

Budget reset, savings setup, loan review, or a broader plan depending on what matters most now.

03

Leave with next steps

You get a simple follow-up path so the work continues after the session instead of stalling out.

Service rates

Simple pricing for a one-time consult or ongoing support.

These are the standard consultation and planning packages used across FinPath services. The middle option is the best fit for most clients who want a fuller plan.

Basic Consultation

A focused first step

$50one time
  • 1-hour financial consultation
  • Budgeting advice
  • Email support
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Recommended

Comprehensive Planning

Best for a fuller review

$150one time
  • 3-hour financial consultation
  • Budgeting and savings strategies
  • Loan advice
  • Email and phone support
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Ongoing Support

Monthly guidance and check-ins

$300per month
  • Monthly financial check-ins
  • Continuous budgeting support
  • Loan management assistance
  • Priority email and phone support
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Contact

Ready to talk through your next money decision?

If you want help choosing the right package, send a quote request and FinPath will follow up with the next available step.

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Email

hello@finpath.coai.pro

Support

support@finpath.coai.pro

What to include

  • Your name and email
  • The main money question you want to solve
  • Whether you need budgeting, savings, loan advice, or planning

Final step

Make the next step simple.

Choose a service, request a quote, and FinPath will follow up with a plan that fits your current situation.

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