Client Portal
Individual Plans
Prosper•Us provides personalized service with all of our individual plans. If you need a little bit more or a little bit less, we can create a custom plan that is just right for you and budget beyond what you see here.
Individual Plan Options
Core Individual Plan Options
Prosper Essentials
A simple structure + support for staying organized.
$95
Starting Monthly From* + $80 One-time Setup Fee
Best for individuals looking for basic organization and visibility.
Includes:
✓ Transaction categorization
✓ Spending category tracking
✓ Monthly account reconciliation
✓ Transaction and transfer
automation
✓ Monthly Summary
✓ Quarterly check-in
✓ Email and phone support
Create structure, reduce stress, and gain regular clarity with your finances.
Prosper Guided
Consistent support with more hands-on guidance.
$190
Starting Monthly From* + $140 One-time Setup Fee
Best for individuals who want direction and ongoing support.
Includes:
✓ Transaction categorization
✓ Spending category tracking
✓ Monthly account reconciliation
✓ Transaction and transfer
automation
✓ Monthly Summary
✓ Monthly reports
✓ Email and phone support
✓ Goal support
✓ Budget management
✓ Monthly check-in
✓ Added Zoom support
Bring clarity to your finances, create structure that lasts, and move forward with confidence.
Prosper Concierge
A more hands-off experience with personalized oversight.
$495
Starting Monthly From* + $440 One-time Setup Fee
Best for individuals who want a dedicated bookkeeping manager.
Includes:
✓ Transaction categorization
✓ Spending category tracking
✓ Monthly account reconciliation
✓ Transaction and transfer
automation
✓ Monthly Summary
✓ Monthly reports
✓ Goal support
✓ Budget management
✓ Monthly check-in
✓ Goal support
✓ Budget management
✓ Monthly check-in
✓ Email, Phone, & Zoom support
✓ Added Priority support
We manage and bring clarity to your financial picture so you can breathe, decide, and move forward.
Don't know where to start? Need help choosing a plan forward? That's why we're here! You don't have to choose now. You can decide with your Prosper•Us Specialist during your dedicated Meet & Greet.