Cashflow Management Subscription

$25.00 every month

Master your cashflow with help from your agent!

Perfect Spiral Capital has teamed up with Monarch Money to provide a convenient, visual way to look at your finances.

Your subscription includes:

  • Full access to Monarch Money’s platform (https://www.monarchmoney.com/)

  • Direct connections with your bank accounts, credit cards, and even investment accounts.

  • Your agent can see your connected bank accounts and credit cards to help you budget, plan for large expenses, get out of debt, and more.

  • Streamlined, automatic categorization of your spending.

  • Visual breakdown of spending by categories.

  • Create savings goals and watch your progress

  • Book additional time with your agent whenever you need it!

  • (Yes, it has a dark mode!)

Master your cashflow with help from your agent!

Perfect Spiral Capital has teamed up with Monarch Money to provide a convenient, visual way to look at your finances.

Your subscription includes:

  • Full access to Monarch Money’s platform (https://www.monarchmoney.com/)

  • Direct connections with your bank accounts, credit cards, and even investment accounts.

  • Your agent can see your connected bank accounts and credit cards to help you budget, plan for large expenses, get out of debt, and more.

  • Streamlined, automatic categorization of your spending.

  • Visual breakdown of spending by categories.

  • Create savings goals and watch your progress

  • Book additional time with your agent whenever you need it!

  • (Yes, it has a dark mode!)