Creditcopilot
Creditcopilot is a service to enable you to better manage your credit while worrying less about typical challenges that come with managing it alone. Say goodbye to having to worry about low credit score and late payments while you’re otherwise focused on life. Build/rebuild your credit!
As low as $60/session with annual membership.
Fill out this form to get a head start on your first Creditcopilot session.
Features
- Income, budget, and expense review
- Collect/Define and discuss financial goals
- Credit report review and analysis
- Credit line tracking and maintenance
- Credit building recommendations and planning
- Credit repair assistance and support
- Strategies to maximize credit card loyalty point accumulation and cash back
$idekick
$idekick by Moneycopilot is a service to enable you to get help with managing more than just your credit. This service will help you improve your financial health in a holistic manner. Protect your future by taking control of your finances and giving yourself the option to retire on your terms.
As low as $80/session with annual membership.
Fill out this form to get a head start on your first $idekick session.
Features
- All Creditcopilot features plus...
- Tax planning and recommendations – federal and state for U.S. only
- Zero balance budgeting and planning
- Planning and accounting for annual and one time expenses on a monthly basis
- Stable long term cost control/reduction
- Emergency fund and other savings creation/growth planning and recommendations
- Home and auto repair and maintenance contingency planning
- Home, auto, and umbrella insurance deductible contingency planning
- Family (Spouse, dependents, extended family), vacation savings, and charitable donation planning
- Personal income and expense tracking and maintenance
$idekick SE
$idekick SE by Moneycopilot adds the following features for business owners and the self employed.
As low as $140/session with annual membership.
Fill out this form to get a head start on your first $idekick SE session.
Features
- All $idekick features plus...
- Process owner draws into paychecks with mock pay stubs to facilitate easier personal financing
- Process annual owner distributions into mock W-2s to facilitate easier personal financing
- Business profit and loss statement creation and maintenance
The Creditcopilot and $idekick services are like having the teacher or a tutor by your side as you do your homework. It’s easier because someone is there helping you understand and take the right steps and they’re using A level homework to start you off. However, you still have to spend time with them to learn and do the work. You’re also still responsible for the content of your work and ultimately the scores you get as a result. The $idekick service is a foundational component of our membership service. As a member firm of the American Association of Daily Money Managers (AADMM), this service is also part of our daily money management offering for busy professionals and seniors.