Your clients' debt plans,
one dashboard
RealiPlan gives financial coaches read-only visibility into every client's debt payoff journey. Track balances, get alerts when something changes, and deliver better coaching outcomes — without chasing spreadsheets.
Built for how coaches actually work
Multi-client dashboard
See every client's debt payoff progress at a glance. Balances, strategies, and projected debt-free dates — all in one view.
Read-only client access
View your clients' debts, income, and plan settings without touching their data. They stay in control; you stay informed.
Smart alerts
Get notified when a client's promo rate is expiring, a balance increases, or they're close to paying off a debt. No more manual check-ins.
Secure invite system
Send a simple invite link. Clients accept on their terms. No shared passwords, no data exposure. RLS-enforced isolation.
AI insights (Pro)
Portfolio-level analysis across all your clients. Identify who needs attention, which strategies are underperforming, and where the biggest wins are.
Custom branding (Pro)
White-label the experience with your business name. Your clients see your brand, not ours.
Simple coach pricing
Your clients use RealiPlan free. You pay for the dashboard and tools.
Coach Starter
$39/mo
or $349/yr (save 25%)
- Up to 25 clients
- Client management dashboard
- Read-only data access
- Smart alerts
- Secure invite system
Coach Pro
$79/mo
or $699/yr (save 26%)
- Unlimited clients
- AI portfolio insights
- Custom branding
- Priority support
- Everything in Starter
Founding Coach Offer
Use code FOUNDINGCOACH at checkout for 50% off your first year. Limited to the first 50 coaches.
Compare coach plans
| Feature | Starter | Pro |
|---|---|---|
| Client management dashboard | ||
| Read-only client data access | ||
| Invite system with secure tokens | ||
| Smart client alerts | ||
| Client limit | 25 | Unlimited |
| AI portfolio insights | — | |
| Custom branding | — | |
| Priority support | — |
Frequently asked questions
Can my clients see that I'm monitoring their plans?
Yes — transparency is built in. When a client accepts your invite, they know you have read-only visibility into their debt data. You can never modify their plans.
What data can I see as a coach?
You get read-only access to your linked clients' debts, income streams, recurring obligations, and plan settings. You cannot see their login credentials, payment methods, or any data from unlinked households.
Do my clients need a paid RealiPlan account?
No. Your clients can use RealiPlan's free tier — they get full debt tracking and payoff planning at no cost. Your coach subscription covers the dashboard and management tools on your end.
How does the invite system work?
You enter the client's name and email in your coach dashboard. They receive an invite link, sign in (or sign up free), and accept. Their household is then linked to your coach account with read-only access enforced at the database level.
Can I upgrade from Starter to Pro later?
Yes, anytime. Upgrading is instant — you get unlimited clients, AI insights, and custom branding immediately. No data migration needed.
Is there a free trial?
We're offering founding coaches 50% off for the first year. Use code FOUNDINGCOACH at checkout. Limited to the first 50 coaches.
Stop chasing spreadsheets
Your clients are already managing debt. Give them a better tool — and give yourself the visibility to coach them effectively.
Start Coaching Today