Choose Your Plan

Select the perfect plan to manage your HELOC and achieve your financial goals

Start with a 30-day free trial. Your payment method is not charged until the trial ends.

Monthly
$9.99/ per month
$6.99/ per month
Full access, billed monthly
  • 30-day free trial
  • Full access to all features
  • Unlimited accounts
  • HELOC waterfall view
  • Debt payoff strategies
  • Cash flow forecasting
  • Advanced reporting
  • Secure Stripe checkout
Most Popular
Annual
$6.99/ per month
$5.99/ per month

Billed annually at $71.88

Best value with annual billing
  • 30-day free trial
  • Everything in Monthly
  • Save $12/year
  • Annual billing convenience
  • Secure Stripe checkout

All plans include:

30-day free trialSecure Stripe checkoutSecure household data isolation

Frequently Asked Questions

What happens after the free trial?

After your 30-day free trial, Stripe begins billing the plan you selected. Contact us before the trial ends if you do not want billing to begin.

Is my financial data secure?

Your financial records are isolated to your verified household, and EquityFlow does not ask for or store online banking credentials.

Do you offer discounts for annual billing?

Yes! Our Annual plan is $5.99/month (billed annually at $71.88), saving you $12 compared to monthly billing.

Start Your Free Trial Today

Full access for 30 days. Stripe billing begins when the trial ends.