$25 a month, per client family. Your first three are free.

$25 a month for the whole family. Free for the first 45 days.

One price covers that family’s loans, gifts tracked against the IRS limit, family funds, the kids’ 529s, and every home they track, share or coordinate.

One price covers family loans, gifts tracked against the IRS limit, family funds, the kids’ 529s, and every home you track, share or coordinate. Everyone you invite comes in free.

Your practice

$25 per client family / month

no card until your fourth family

Your clients pay nothing. Your subscription covers each family completely — their money and their homes.
No checkout when you add a client. No price, no approval step. One bill to the firm at the end of the month.
Bring the whole team. You pay per family, never per person.
Past 25 families, move to an annual deal at better rates.

Add my first client — first 3 are free

See how practices use it →

Your family

$25 / month

or $250 a year — two months free

Lend money inside the family. A real loan with a payment schedule, and payments matched straight from the bank.
Track gifts against the yearly limit. Your 709 is ready before your accountant asks for it.
Family funds and 529s. What’s in them, who put it there, and what it’s for.
Every home you track, share or coordinate. Keys for your sister, who’s staying when, every bill, every cost split with who owes what, and the improvements that set your cost basis.
Nobody you invite ever pays. Not the person you lend to, not a keyholder, not someone chipping into a fund.

Set up my family — free for 45 days

No credit card required.

The fine print, in plain words

What happens when the 45 days end?: You put a card in, or you don’t. Nothing gets deleted either way — your numbers stay on screen, and the tools that change them wait behind a button until you pick the plan up.
Do the people I invite pay?: No. One household holds the plan. Everyone else — family with keys, the person you lend to, anyone chipping into a fund or a 529 — comes in free.
How many homes does it cover?: All of them. The lake house, the condo, the place your mother left you. One price for the family, never a price per house or per keyholder.
What if I only need the home part?: Running a home is free at My Shared Home — the stays calendar, the upkeep lists, the stock and a home watcher’s whole loop, for as many homes as you have, with no clock on it. The $10 a month there buys keys for the rest of the family and the home’s books. Same app either way, so you can pick up the rest later without moving anything.
My advisor uses this. Do I pay?: No. Their firm covers your whole family, money and homes, and no bill from Family Matters reaches you.
Someone watches my home. Is that extra?: No. Hire a home watcher through House Matters and that home’s reports, photos, jobs and invoices are free to you. Her invoice is the only bill.
I’m already using it. Do I start paying?: No. Every family here on the day the price started stays free, for good.
What do the guides and calculators cost?: Nothing, and no sign-up. The loan math, the gift-tax checker and the promissory-note generator all run in your browser.

Bring one client family.

Start your 45 days.

Everything is switched on from the first minute, and the first three families are on us. Put in one loan or one home and see what it does.

Everything is switched on from the first minute. Put in one loan or one home and see what it does.

Add my first client — free Set up my family — free for 45 days

No card until your fourth family.

No credit card required.