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Our pricing structure is unlike anything else in the financial services industry! |
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The benefits of a Personal Financial Assistant are available through monthly plans. Every level can be setup on month-to-month, quarterly, semi-annual or annual plans. If you need a one-time look at your financials, our “snapshot” service helps provide the needed reports. No enrollment fees, processing fees or cancellation fees exist with our service. |
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Our Service |
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Our service is not intended to provide investment or tax advice. Xeight and its assistants offer general information for managing personal finances and does not recommend specific financial actions. For specific accounting, tax, legal, real-estate, mortgage, or investment advice we recommend contact with a CPA or Personal Financial Advisor. |
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© 2008 Xeight. All Rights Reserved |
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All levels can be tailored to fit your situation. |
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Assistance Levels |
I |
II |
III |
Snapshot |
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Recommended For:
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-Students -Single Person -Non-Homeowners
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-Couples -Homeowners |
-Families -Investors -Rental Properties |
-Home Buyers -New Couples -Needed Verification -Financial Update |
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Income Statement Report |
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Balance Sheet Report |
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Cash Flow Statement Report |
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Your Ratios: - Growth - Profitability - Financial Condition - Investment |
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Spending Analysis |
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Asset Organizer |
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Expense Organizer |
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Goal Tracker |
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Home Portfolio |
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Child Savings Portfolio |
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Liaison - CPA - Investment Advisor - Mortgage Rep - Real Estate Agent |
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Investment Property Folder |
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Financial Education for Children |
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Correspondence Writer |
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Contact - Phone - Fax - Text |
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Price |
$29.99/month |
$49.99/month |
$59.99/month |
$34.99 one-time |
