One Flat Monthly Fee – Simple, Transparent

All-in-One Plan

$97/month.

  • Cancel Anytime

  • No hidden fees

* Investment management services are optional and may involve separate advisory fees based on assets under management. Any applicable fees are clearly disclosed before you decide to move forward.

What’s Included in Your Plan

A simpler alternative, eliminating the need for multiple tools and services.

Exclusive 24/7 access to all the financial lessons and tutorials

A personalized financial plan

Tax prep and filing support

Ongoing tax strategy and planning

Portfolio setup, management & monitoring*

Access to a dedicated licensed advisor

Year-round use of all the tools and resources

* Investment management services are optional and may involve separate advisory fees based on assets under management. Any applicable fees are clearly disclosed before you decide to move forward.

The Value of Having Everything in One Place

Over time, these separate expenses can really add up. Not to mention how confusing it can get, given they’re all paid for separately and at different times. Plus, there are the hidden costs of juggling it all yourself – time spent researching conflicting advice, stress around big decisions, missed opportunities due to inaction, and small mistakes that compound.

Take a second to consider how much time, money, and effort currently goes into managing your finances. You likely spend on at least some of these:

  • Online courses and workshops
  • Personal finance books and paid newsletters
  • Webinars and coaching programs Annual tax
  • Prep services
  • Tax software upgrades
  • Filing for both personal and business taxes
  • Paying for help with more complex returns
  • One-off tax strategy consultations Hourly
  • CPA or advisor time
  • Paying for advice during a major life event
  • One-time financial plan creation
  • Hourly financial coaching
  • Retainer-based advisory relationships
  • Advisory and management fees
  • Platform and account fees
  • One-off portfolio reviews
  • Rebalancing and strategy sessions
  • Budgeting apps
  • Financial planning software
  • Premium features across multiple platforms

  • Are you a young professional trying to navigate taxes, benefits, and big decisions?
    We get it! Maybe you’re not sure about how to handle all the finance stuff yet (who is?!) We’ll be happy to help you work through your money questions as your income and responsibilities grow.
  • Are you a small business owner with cash flow, taxes, and growth on your mind?
    Running a business is demanding. Meet with your advisor when it works for you to talk through cash flow ups and downs, taxes, and big decisions like how to pay yourself or when to consider financing.
  • Are you the parent of a teen (or teens) who wants to build money habits together?
    Learn how to talk about money, set expectations around spending and saving, and tackle real-life topics like allowances and first big purchases together.

If any of this sounds familiar, you’re in the right place.

  • Is there a long-term commitment?
    No. This is a monthly plan with no long-term contract.
  • Is everything really included in the $97/month plan?
    Your monthly plan includes access to all of the courses, your financial plan, year-round tax support, the online platform and tools, and ongoing access to your advisor. Investment management services are optional and, if you choose to use them, are subject to separate advisory fees that are disclosed in advance.
  • Are there any additional fees?
    There are no additional or hidden fees for the FinancializeIt! monthly plan. If you choose to use portfolio setup, management, and monitoring, separate advisory fees based on assets under management may apply. Any applicable fees are clearly explained before you decide to move forward.
  • How do investment management fees work?
    If you choose to use our investment management services, those are provided under a separate advisory agreement and are typically based on assets under management. You’ll receive full details about fees and terms before enrolling in any investment management services.
  • Is investment management required?
    No. Investment management is optional. You can use FinancializeIt! for education, planning, tax support, and ongoing guidance without using portfolio management services.
  • Can I cancel anytime?
    Yes. You can cancel at any time, and you’ll keep access through the end of your current billing period.

Backed by Experienced Financial Professionals

Built by a Registered Investment Advisory firm

FinancializeIt! is developed by Sikes Financial Services, LLC, a Registered Investment Advisory (RIA) firm committed to helping people make more informed financial decisions.

Led by a licensed, fiduciary financial advisor

Your experience is guided by a licensed advisor who is legally obligated to act in your best interest.

Designed by professionals with experience in financial planning and tax strategy

The program is informed by real-world experience in financial planning and tax strategy, so guidance reflects how financial decisions play out in real life.

Built by professionals who work with real clients and real financial decisions every day

Meet Eric Sikes

Eric Sikes is the CEO of Sikes Financial Services, a Registered Investment Advisory firm. He is a licensed, fiduciary financial advisor with experience in financial planning, tax strategy, and working with families, young professionals, and small business owners.

Securities Investment Advisor

Series 65

Learn More About Eric