Pricing
Invest in Your Financial Future
Choose the plan that fits your stage. Start free, upgrade when you're ready to accelerate.
Essentials
Build your financial system
- Everything in Starter
- Full Budgeting System Templates
- Debt Reduction Planner & Timeline Visualizer
- Savings Automation Framework
- Financial Clarity Worksheets
- Subscription Audit & Spending Trigger Journal
- Side Income Evaluator & Insurance Checklist
- Monthly self-guided check-ins
Complete
Design your wealth and freedom
- Everything in Essentials
- Wealth Planning Guides
- Investment Readiness & Portfolio Allocation
- Tax Optimization & Real Estate Readiness
- Life Design Toolkit & Income Replacement Planner
- Couple's Financial Alignment Workshop
- Annual Giving Plan & Legacy Planning
- All future tools & resources
Questions
Frequently Asked Questions
Can I start for free?
Absolutely. The Starter plan gives you the Financial Snapshot Tool, Stability Foundations Guide, and access to all blog articles at no cost. It's the perfect way to begin your financial clarity journey.
What's the difference between monthly and annual billing?
Both give you the same access. Annual billing saves you over 25% — Essentials drops from $228/year to $149/year, and Complete drops from $468/year to $299/year. You get the full year upfront with no interruptions.
What's included in the paid plans?
Essentials includes 15+ structured tools: budgeting templates, debt reduction planners, savings frameworks, spending psychology tools, and insurance checklists. Complete adds 12+ advanced tools: wealth planning, portfolio allocation, tax optimization, real estate readiness, life design, and couples' financial alignment.
What are the digital products?
We offer one-time purchase products like The Rockwood Financial Playbook (eBook), a Printable Planner Bundle, and a Premium Financial Snapshot Report. These are standalone purchases — no subscription required.
Is this self-guided or do I need a coach?
The Rockwood Method is entirely self-guided. Every tool, template, and guide is designed so you can work through it independently at your own pace. No appointments, no waiting.
Can I cancel anytime?
Yes. There are no long-term contracts. Cancel your subscription anytime from your account, and you'll retain access through the end of your billing period.