Choose the support that fits the moment you’re in.

Not every advisory situation requires the same level of guidance.

Each option below is designed for a different type of moment, from clarity, to decision-making, to short-term urgency.

Start with what you need right now.

Your Options.

Each option below is a different way to engage with the Clear Path to Cash® system, depending on the moment you’re in.

Clarity when the numbers don’t tell the full story.

$169 / month
or $1,690 / yr

Best for advisors who need to understand what’s really happening before making recommendations.

Includes:

Original Clear Path to Cash® analysis tools
Financial clarity beyond surface reports
Client-ready insights to ground conversations
Non-AI platform
No live advisory support

Get started with Clear Path to Cash

Guidance, structure, and support when you’re expected to lead.

$329 / month - up to 10 companies
or $3,290 / yr - up to 10 companies

Free Interactive Demo

Best for advisors moving from reporting into confident advisory leadership.

Includes:

AI-powered Clear Path to Cash®
Live office hours and real-time guidance
Full education and advisory framework library
Support across multiple client companies

Additional companies:

$15 / month per company
or $150 / year per company

Explore the free demo →

Short-term cash visibility when guessing isn’t an option.

Free 7-day trial
No credit card required

Then $49 / month per company
or $490 / yr per company

Best for payroll pressure, tight cash windows, and near-term decisions.

Includes:

Week-by-week cash visibility
Clear view of inflows and outflows
Decision testing before commitments
Standalone forecasting app

Start your free 7-day trial

Compare what’s included

Each option supports a different advisory moment.

Swipe right to view

Capability	Clear Path to Cash® — Clarity	Clear Path to Cash® — Advisor	Clear Path to Cash® — 13-Week Forecast
Financial clarity	✓	✓	✓
Understand what’s really happening in the numbers	✓	✓	✓
AI-guided insights and recommendations	—	✓	—
Guided next-step decision support	—	✓	—
Clear Path to Cash® advisory framework	✓	✓	—
Education & training library	✓	✓	—
Live coaching & office hours	—	✓	—
Hands-on demo app access	—	✓	—
Multi-company support	✓	✓ (10 included)	✓ (per company)
Short-term (13-week) cash forecasting	—	—	✓
Free trial	—	Demo access	✓ (7 days)
Best used when clarity is needed before decisions	✓	✓	—
Best used when decisions must be made quickly	—	✓	✓

Not sure which one to choose?

If the story doesn’t make sense yet → Clear Path to Cash® - Clarity

If decisions need to be made now → Clear Path to Cash® - 13-Week Forecast

If clients are looking to you for direction → Clear Path to Cash® - Advisor

You don’t need everything.
You need the right support for this moment.

What happens next

When you continue, you’ll be taken to the dedicated platform for that product to complete onboarding and access.

Each product lives on its own domain to keep the experience focused, fast, and clear.

No forced bundles.
No unnecessary upsells.
No long-term commitments unless stated.

Try the AI-powered Clear Path to Cash® interactive demo.

Get instant access to a demo version of the AI-powered Clear Path to Cash® system, preloaded with a sample company so you can explore how it works in real advisory moments.

No credit card.
No setup.
No sales pitch.

Just hands-on access to the system advisors use when clients are waiting for direction.

Explore the Free Demo