IW FiNN Solutions

Three Tiers. Complete Intelligence.

Every client gets a Personal CFO. The tier determines how deep the team goes.

Founding Member
Core Intelligence
$100/mo

First 25 clients — locked at this price forever. The complete financial picture, finally in one place.

Financial Intelligence
✦Creation Intelligence — savings, spending, Wealth Creation Score
✦Basic Market Intelligence — daily brief, watchlist tracking
✦Basic Tax Snapshot — bracket position, year-end estimate
✦Debt Snapshot — mortgage, auto, outstanding balances
Access
✦@iwfinn.com financial command inbox
✦Monthly financial brief
✦IW FiNN client portal
Not Included
—eMoney financial planning
—Holistiplan tax engine
—FINN ID credential vault
—Human advisor desk
Most Popular
Professional
$250/mo

The full intelligence suite. eMoney + Holistiplan tax engine + every intelligence working together. Your Personal CFO at full capacity.

Everything in Core, Plus
✦eMoney Financial Plan — goals, cash flow, retirement projections
✦Holistiplan Tax Engine 🏆 #1 Rated
✦Manage Intelligence — full portfolio & position tracking
✦Asset & Real Estate Intelligence — property vault, HELOC analysis
✦Debt Intelligence — velocity banking, mortgage optimization
✦Retirement Income Intelligence — RMD avoidance, SS timing
✦Business Owner Intelligence — QBI, S-Corp, Augusta Rule
✦Protection Intelligence — life, P&C, LTC gap analysis
✦Identity Intelligence — FINN ID + credential vault
✦IW FiNN Trading — Schwab text-to-trade API $499 setup
✦Quarterly advisor review call
Family Office
Complete Coverage
$599/mo

Everything in Professional plus the full human expert desk, DTG protection, LifeLock, and coverage for spouse + two dependents.

Everything in Professional, Plus
✦DTG — Digital Transaction Guardians™ Proprietary
✦Zero-Email / Zero-Text policy for all account changes
✦Triple Lock Protocol™ — biometric + TOTP + email verification
✦FINN Vault (1Password Teams) — full credential management
✦LifeLock Identity Protection — continuous monitoring
✦Estate & Legacy Intelligence — trust review, beneficiary audit
✦Human Advisor Desk — CPA, CFP, estate attorney, MBA on call
✦Holistiplan Insurance Module — full P&C, umbrella, gap review
✦Monthly advisor + specialist review
✦Covers spouse + two dependents
Phase 2
◦QuickBooks live business integration Phase 2
◦Premium market data feeds Phase 2
Revenue Model

Projected at 100 Clients

Assumed mix: 25% Founding Member · 55% Professional · 20% Family Office

Monthly Recurring Revenue

$28,230
Per month at 100 clients

Annual Recurring Revenue

$338,760
ARR at 100 clients

Platform Valuation

~$3.4M
At 10× ARR multiple
TierPriceUsers (of 100)MRRARR
Founding Member$100/mo25$2,500$30,000
Professional$250/mo55$13,750$165,000
Family Office$599/mo20$11,980$143,760
TOTAL — 100 Clients$28,230/mo$338,760/yr
Scale MilestoneClientsEst. MRREst. ARRValuation (10×)
Founding Members25~$4,375~$52,500~$525K
Proof of Scale100$28,230$338,760~$3.4M
Regional Presence250~$70,575~$846,900~$8.5M
National Platform500~$141,150~$1.69M~$17M
+ IW FiNN Wealth (AUM)$300M AUM @ 85 bps+$2.55M/yrAdditive

* Projections based on 25/55/20 tier mix. Tool costs to be updated after platform document review. Valuation at 10× ARR SaaS standard.