Cost Effective Solutions For Expert Accounting Services.
Full Price Transparency, Ensuring You're Always Informed About Your Expenses.
Starter PLAN
FREE
Access to introductory financial education content, including basic concepts of credit, budgeting, and loans
Limited financial assessment overview (high-level, non-personalized insights)
General financial tips and recommendations
Restricted access to platform tools and features
Preview of advanced tools and services available in paid plans
No contracts - cancel anytime
FOUNDATION PLAN
$19/m
Full access to financial education modules: credit fundamentals (scores, utilization, history) loan types & application process , homeownership basics, small business financing
General credit improvement guidelines (non-personalized)
Loan readiness education, including: required documentation and underwriting expectations
Access to interactive learning tools
Basic progress tracking features
No contracts - cancel anytime
Guided PLAN
$39/m
Personalized financial readiness roadmap based on user profile and goals
Tailored credit improvement strategies
Step-by-step loan readiness preparation aligned with underwriting standards
Enhanced progress tracking and milestone monitoring
Recommendations aligned with lending expectations
Priority access to new platform features and tools
Access to group-based financial education sessions or workshops
No contracts - cancel anytime
Educational Component & Financial Literacy Impact
Structured Financial Education Framework
Accessible and User-Centered Learning
Personalized Learning Pathways
Addresing Gaps in Financial Literacy
Empowering Informed Financial Decisions
Technology & AI Integration in EquiPath
AI-Assisted Personalization
Supports the adaptation of financial education and recommendations based on each user’s financial profile.
Intelligent Credit Readiness Insights
Identifies patterns and factors that may impact loan approval outcomes.
Personalized Action Plans
Provides AI-supported recommendations to help users improve their credit behavior.
Scalable Financial Guidance
Enables the delivery of individualized support at scale.
Continuous Learning & Adaptation
Adapts guidance based on user progress and interaccion with AI-supported tools.
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