Membership

Standard and Premium Memberships

Standard and Premium memberships with Moneycopilot, LLC are a way to enable you to fulfill the American dream with your efforts while worrying less about typical challenges that come with managing your finances alone. Protect your future by giving yourself the option to retire on your terms. Say goodbye to having to worry about late payments and fees while you’re otherwise focused on life. Build/rebuild your credit while building yourself up as a business in your own right if you desire.

Upgrading to a Standard or Premium membership is like paying someone to do almost all of your homework for you. They are applying their understanding and knowledge of the right steps on your behalf and you don’t have to spend as much time with them to do the work. You still have to provide the assignments to them, but they’re responsible for the content of your work and your scores benefit from the higher quality of their content as well as fewer errors and mistakes. Best of all is that, in this case, it’s not cheating. As a member firm of the American Association of Daily Money Managers (AADMM), the services included in our membership are a great way for busy professionals and senior citizens in need of daily money management to get the fiduciary help they deserve.

Standard

  • Creditcopilot
  • $idekick
  • Tru$tPay
  • Bundled discount
  • Participation in members only annual rebate pool after 12 consecutive months

Premium

  • All Standard Membership features plus...
  • Allows customization
  • Quarterly financial guidance and reviews
  • Better for higher income earners with special needs
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**Due to the COVID-19 Pandemic, all services are virtual at this time.**

Standard SE and Premium SE Memberships

Standard SE and Premium SE memberships with Moneycopilot add features for business owners and the self employed through inclusion of the Creditcopilot, $idekick SE, and Tru$tPay SE services in a bundle at a discount. New business customers who do not already have QuickBooks Online can get a discount on their monthly subscriptions when purchased through Moneycopilot, LLC.

Business & Self Employed Features

  • All Standard or Premium Membership features depending on selected level 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
  • Bill pay service for business expenses and budget items

**Due to the COVID-19 Pandemic, all services are virtual nationwide at this time.**

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