Plans and pricing

Balancrix pricing is simple on purpose: a small number of plans, each with a clear scope, and no hidden fees. Every paid service includes sessions with a named planner, a written plan you keep, and our 14-day guarantee. We are happy to discuss a custom arrangement for larger families, nonprofits or companies with unusual needs — the prices below are where the conversation starts, not where it ends.

What each plan includes in common

Every plan shares the same baseline of care. You work with a named planner who learns your situation, not whoever happens to answer the phone. Every engagement produces a written plan in plain English that belongs to you. Sessions are available by secure video call across the United States and in person in Portland, Oregon. And every plan is covered by the 14-day guarantee: if the service does not meet your expectations, we refund it — the details are in the refund policy.

Comparing the plans

Pricing notes

The personal plan is a single payment of $149 with nothing recurring. The membership is $39 per month; you can pause it for a month or cancel at any time from your account or by writing to [email protected], and there is no fee for leaving. The business partner plan is $299 per month; the first month includes the setup sessions and the written operating budget, and the plan can be paused during a slow season and resumed later without penalty. There are no setup fees, no session fees beyond the plan, and no charge for the worksheets, which are included with every plan.

Discounts

We offer a 10 percent discount on the personal plan and membership for full-time students, for retirees on fixed incomes, and for households receiving public assistance — just tell us when you book. Nonprofits and registered community organizations receive 15 percent on the business partner plan. We would rather adjust a price than lose a chance to help, so if a plan is out of reach, ask; we will find a way that works for both of us.

How payment works

Payment is taken by credit or debit card at the time of booking, and you receive a confirmation and a calendar invitation by email. There is no automatic renewal for the one-time personal plan. For monthly plans, billing repeats on the same day each month until you cancel, and you will always receive a reminder before a charge. If a payment fails, we pause the plan and contact you rather than letting fees pile up. All prices are in US dollars.

The guarantee, in one sentence

If you complete a paid session and feel the service was not worth it, or if your written plan does not arrive as promised, contact us within 14 days and we will refund the full amount — no forms, no phone trees, no hard feelings. The complete terms are in the refund policy.

Unsure which plan fits?

Start with the intro session. It is a 45-minute conversation about your situation, and at the end we will recommend a plan honestly — even if our honest recommendation is that you do not need us yet. Book the intro session, call +1 (503) 555-0174, or write to [email protected] and we will help you choose.