Creator
Launch your membership site with budgeting, debt tracking, and coaching tools. Build custom courses, articles, and assessments, all under your brand.
$119
/mo
$1428 Billed Annually
(Save $360 Per Year)
Get Started
Creator Pro
Level up your membership offering with a customizable, sharable library of personal finance content. New topics, articles, courses, and interactive content are added monthly, making it easy to consistently deliver high-quality material.
$223
/mo
$2676 Billed Annually
(Save $672 Per Year)
Get Started
Agency Seed Pro
Designed for agencies, organizations or small teams requiring customizable branding, reporting, and onboarding assessments. Includes wellness report cards and support for up to community organizations that require four (4) Counsellors/Practitioners and one (1) Admin/Intake. If you have larger staff numbers, you can reach out to us for an Enterprise discussion per below.
$499
/mo
$5988 Billed Annually
(Save $600 Per Year)
Get Started
Plan Overview
Creator
Creator Pro
Agency Seed Pro
Overview
User/Client Features
White-labeling & Customization Features
Coaching Features
Content Creation Tools
Content Library
Monthly Content Updates
Learning Management Tools
Reporting - Assessment & Engagement
Feature Comparison
Creator
Creator Pro
Agency Seed Pro
Client Features
Unlimited Client Accounts
White-labeling & Customization Features
Custom Brand Name
Custom Logo & Icon
Custom Theme & Colors
Custom Domains
Custom Plans & Pricing for Clients
Learning Management Tools
Content Creation Tools
Content Library
Coaching
Reporting - Assessment & Engagement
Organizational Engagement Features
Branding & Customization
Branded Marketing Material
Branded Enrollment Material
Financial Wellness Report Card and Monthly Checkup
Use-case Comparison
Creator
Creator Pro
Agency Seed Pro
Use-case Comparison
Agencies
Coaches
Content Creators
Employee Benefit Providers
Financial Planners and Advisors
Financial Literacy Programs
Financial Empowerment Programs
EAP Workplace Programs
Everything in Between
Frequently Asked Questions

What are the differences between the Creator, Creator Pro, and Agency Seed Pro plans?

The Creator plan is ideal for launching a membership site with tools like budgeting, debt tracking, and coaching. The Creator Pro plan is perfect for leveling up your membership with a customizable, sharable library of personal finance content. The Organizations plan is tailored for large organizations and includes features like onboarding assessments, wellness tools, and support for up to 10 organizations.

What kind of content is included in the Content Library?

The Content Library includes 20+ courses as Certified by CAFE, and interactive tools like assessments and budget templates. The Creator Pro and Agency Seed Pro plans receive monthly content updates as CAFE Connect continues to grow.

Does the platform support coaching features?

Yes! All plans support coaching features, including white-labeled websites, customizable coaching profiles, calendar integrations, client management, and goal tracking. The Agency Seed Pro plan includes unlimited coaching profiles.

Can I create custom courses and assessments?

Yes, all plans offer content creation tools, including a course builder, article creator, and assessment creator. The Agency Seed Pro plan also provides onboarding assessments and advanced customization for larger teams.

What kind of reporting features are available?

Reporting is available on both user and organization levels. The Creator Pro and Agency Seed Pro plans offer detailed reporting on user assessments and organization-level engagement, which is particularly useful for managing multiple users or teams.

Who is the platform suitable for?

The platform serves a wide range of users, including agencies, coaches, content creators, financial advisors, employee benefit providers, financial literacy programs, retirement plan advisors, and workplaces.