Choose the Plan That Works for You
Get transparent pricing and flexible options designed to support individuals, businesses, and corporations at every financial stage.
At Unity Financial Managers, we believe financial services should be clear, honest, and easy to understand. Our pricing plans are designed to match your goals, whether you're managing personal finances, running a business, or overseeing corporate operations. Explore the plans below and find the one that fits your needs.
Personal Finance Essentials
Independent professionals, early investors, and high-net-worth individuals who need structured financial direction.
Original Price: $150/month
Promo Price: $112.50/month (25% off)
Monthly Savings: $37.50
Yearly: $1,800/year → $1,350/year
Yearly Savings: $450/year (save 25%)
Package includes:
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Personalized financial check-up
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Monthly budget and spending review
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Cash-flow monitoring
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Retirement and savings planning
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Basic investment portfolio review (quarterly)
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Access to weekly financial tips & market updates
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Email and chat support
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Fraud alert and account security monitoring
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Annual tax-readiness review
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1 yearly advisory session
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Access to personal goal-tracker dashboard
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Financial learning library (videos, guides, templates)
Also best for Individuals building financial discipline or improving long-term money planning.
Small Business Financial Suite
Perfect for established companies with multi-department operations and expanding financial infrastructures.
Original Price:$200/month
Package includes:
Everything in Individual
Full bookkeeping oversight
Monthly financial statements (P&L, cash flow, balance sheet)
Tax planning & compliance guidance
Business credit & loan advisory
Quarterly investment & asset performance review
Payroll advisory support
Risk assessment & financial vulnerability analysis
Priority email + live chat support
3 annual advisory sessions
Fit for organizations that want clarity, compliance, and growth-aligned financial planning.
Corporate Financial Governance & Investment Strategy
Established companies with multi-department operations and expanding financial infrastructures.
Original Price: $500/month
Promo Price: $375/month (25% off)
Monthly Savings: $125
Yearly: $6,000/year → $4,500/year
Yearly Savings: $1,500/year (save 25%)
Package Includes:
Everything in Business
Dedicated financial manager
Corporate investment strategy design
Asset allocation & portfolio diversification management
Quarterly financial risk audits
Compliance monitoring (AML/KYC standards)
Treasury management guidance
Employee financial-wellness program setup
Forecasting & multi-scenario financial planning
Assistance with investor relations reporting
Up to 10 advisory sessions annually
Priority phone & video support
Ideal for companies needing advanced oversight, improved financial efficiency, and investor-grade reporting.
Institutional Financial Leadership & Strategic Advisory
Large corporations, government institutions, and global NGOs requiring top-tier financial governance.
Price: Custom design to scale, systems, and regulatory environment on demand
Package Includes:
Everything in Corporate
Full financial operations audit
Unlimited portfolio management
Multi-currency & cross-border financial advisory
Advanced risk modeling & stress testing
Custom dashboards, API access, and system integrations
Executive strategy advisory (monthly or weekly)
Compliance, AML, anti-fraud, and regulatory support
On-site or virtual financial team training
24/7 priority support
Industry-specific financial architecture development
Direct access to senior economic & investment analysts
Institutions that need enterprise-scale financial direction, operational risk mitigation, and global-standard compliance.
Compare Plan
| Feature / Plan | Individual | Business | Corporate | Enterprise |
|---|---|---|---|---|
| Personal Financial Assessment |  |
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| Budget & Cash-Flow Tools | |
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| Investment Portfolio Review | Quarterly | Quarterly | Monthly | Custom |
| Bookkeeping Oversight | — | |
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| Monthly Financial Statements | — | |
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| Tax Planning | — | |
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(Advanced) |
| Risk Assessment Audit | — | Quarterly | Quarterly + Deep Audit | Advanced Modeling |
| Dedicated Financial Manager | |
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Advanced Team | Senior Team |
| Compliance (AML/KYC) Monitoring | — | — | |
Full Institutional Compliance |
| Employee Financial Program | — | — | |
Custom |
| Treasury & Capital Strategy | — | — | |
Advanced + Cross-Border |
| Custom Integrations / API | — | — | — | |
| Support Level | Priority Email + Chat | Priority Phone/Video | 24/7 Priority | |
| Advisory Sessions | 1/year | 3/year | 10/year | Unlimited (custom) |