BondBridge Services
A clearer next move should begin with clear terms.
Every service is priced transparently. Before any payment, you will see exactly what is included, what it costs, what information is required, and which capabilities remain under infrastructure expansion.
A short assessment that identifies the financial category that may deserve attention. It does not include a complete personalized recommendation.
Pardner portal exploration: Free. Group setup fee: To be announced — one fee per group per new 12-month cycle. Contributions are separate from fees. No setup fee or contribution is collected during the interest-list stage.
Three tracks: Consumer (up to 100 members, $100–$2,500/mo), Business (up to 50 members, $100–$2,500/mo), Nonprofit (up to 50 organization-members, $100–$5,000/mo, subject to approval). Cycle length: 12 months. Members receive numerous equal installment payouts spread across the cycle — not one lump sum.
No paid review or Continuity subscription is required to explore Pardner or join the interest list. Group purposes include: scheduled payouts, shared savings goals, group purchases, and investment pathways (planned).
Personal Services
PERSONAL
FOUNDING PERSONAL REVIEW
Future standard price: $149
Find the financial pressure point that deserves attention before it becomes harder to manage.
- Guided financial-information intake
- Personal Financial Snapshot
- Review of customer-provided information
- Up to three potential findings
- One prioritized Next Best Move
- Plain-language explanation
- One guided Money Blitz
- Financial Passport Summary
- Decision Receipt
- 30-day outcome follow-up
The Founding Personal Review is a guided financial-information and decision-support service. It is not individualized investment, legal, tax, accounting, insurance or credit-repair advice and does not guarantee savings, recovery, approval or financial outcomes.
PERSONAL
PERSONAL CONTINUITY
Keep the next decision connected to what already changed.
- Outcome tracking
- Monthly customer-provided priority update
- One guided Money Blitz refresh monthly
- Financial Passport Summary updates
- Decision-history preservation
- Discounted future comprehensive reviews
Not included:
- Does not include a new full review each month
- Does not include access to regulated financial products
- Does not guarantee specific financial outcomes
Personal Continuity is available to customers who have completed a Founding Personal Review. It is a recurring subscription and renews automatically until cancelled. Cancel anytime.
Business Services
BUSINESS
FOUNDING BUSINESS SURVIVAL REVIEW
Future standard price: $499
Identify the cash-flow pressure, obligation, or gap that deserves attention before it compounds.
- Guided business intake
- Cash-in and cash-out map
- Upcoming-obligation review
- Receivable and recurring-expense review
- 30-, 60-, and 90-day pressure-point identification
- One prioritized Business Next Best Move
- One guided Business Money Blitz
- Capital-readiness gaps
- Decision Receipt
- 30-day follow-up
The Founding Business Survival Review is a guided business financial-information and decision-support service. It is not accounting, legal, tax, lending, or investment-advisory advice. BondBridge does not provide bookkeeping or audit services.
BUSINESS
BUSINESS CONTINUITY
Maintain financial clarity as your business picture changes.
Business Continuity is available to customers who have completed a Founding Business Survival Review. It is a recurring monthly subscription and renews automatically until cancelled. Cancel anytime.
Private Wealth
PRIVATE WEALTH
PRIVATE WEALTH DIAGNOSTIC
Identify the coordination questions that deserve attention across a complex financial picture.
- Structured complexity assessment
- Liquidity and obligation map
- Business-interest and concentration questions
- Protection and coordination considerations
- Customer-defined priorities
- One prioritized coordination issue
- Decision Receipt
- Identification of matters requiring qualified professionals
The Private Wealth Diagnostic identifies coordination questions and produces a structured agenda for the customer's qualified professionals. It is not investment, legal, tax, estate-planning, or insurance advice. Scope and pricing are confirmed before payment is collected.
Additional BondBridge services
Three new services — each with a one-time setup fee and a low monthly subscription. Statuses reflect current development stage.
Treasury & Gold EZ Assist
Guided questionnaire, educational comparisons, saved preparation checklist, portfolio organization and user-selected reminders for Treasury and gold access. $8.99 one-time setup + $1.99/month.
$32.87 illustrative 12-month total
- Purpose-first guided questionnaire
- Educational product comparison cards
- Saved preparation checklist
- Portfolio organization tools
- TreasuryDirect official handoff
Credit-Builder Administration
BondBridge support for credit-builder product access: comparison, consent management, application-status tracking and support routing. $4.99 one-time enrollment + $0.99/month.
$16.87 illustrative 12-month total
- Credit-builder product comparison
- Consent management
- Application-status tracking
- Support routing
- Separate from vendor product fees
Family Youth Portal
Parent-owned family subscription covering all children: practice portfolio, family goals, kid business lab, and community giving lab. $4.99 one-time family setup + $0.99/month.
$16.87 illustrative 12-month total
- Practice portfolio (simulated)
- Family savings goals
- Kid business lab
- Community giving lab
- Parent controls and age gates
Planned. Parent approval and appropriate privacy and account safeguards are required before live access.
In DevelopmentBondBridge Card
The BondBridge Card is being developed as the next connected layer of BondBridge. Applications and account enrollment are not yet available. Future availability would depend on qualified partners, program approval, eligibility, and required disclosures.
Join Card Priority AccessPLANNED PARTNER-ENABLED ACCESS
Future regulated or specialized financial products — if introduced — would be provided through appropriately qualified third parties and would be subject to program approval, availability, eligibility, provider terms, fees, risks, and required disclosures. They are not included in any current BondBridge purchase.
- Accounts
- Lending
- Insurance
- Gold and precious metals
- U.S. Treasury products
- Investments
- Custody
What every BondBridge checkout shows before payment
- The exact service name and description
- The total amount charged
- Whether the charge is one-time or recurring
- What is included and what is not
- Cancellation terms for subscriptions
- A required acknowledgment before the payment button activates
- A link to the BondBridge Terms of Use and Privacy Notice
Pricing questions
What is the Founding Personal Review?
A one-time guided financial-information and decision-support service. You receive a Personal Financial Snapshot, up to three potential findings, one prioritized Next Best Move, one guided Money Blitz, a Financial Passport Summary, a Decision Receipt, and a 30-day outcome follow-up. Current price is shown on the pricing card above.
What is the Founding Business Survival Review?
A one-time guided business review. It includes a cash-in and cash-out map, upcoming-obligation review, identification of 30-, 60- and 90-day pressure points, one prioritized Business Next Best Move, one guided Business Money Blitz, capital-readiness gaps, a Decision Receipt, and a 30-day follow-up. Current price is shown on the pricing card above.
What is Personal Continuity?
A recurring membership available after a completed Personal Review. Includes outcome tracking, monthly priority updates, one guided Money Blitz refresh monthly, Financial Passport Summary updates, and decision-history preservation. Current monthly and annual rates are shown on the pricing card above.
What is the Move Finder?
A free short assessment that identifies the financial category that may deserve attention. It asks six non-sensitive questions and assigns a starting category. It does not include a complete personalized recommendation.
Can I cancel a continuity membership?
Yes. You may cancel future renewals at any time through your account or by contacting support@mybondbridge.com. Cancellation stops the next renewal; it does not retroactively refund a completed billing period except where required by law.
Is BondBridge financial advice?
No. BondBridge provides informational tools and financial decision support. It does not provide individualized investment, legal, tax, accounting, insurance or credit-repair advice. Results depend on each customer's circumstances and actions.
Choose the level of clarity and support you need.
Move Finder
FREEIdentifies the financial category that may deserve attention. It is a starting point and does not include a full personalized review.
Guided Review
ONE-TIMEOrganizes the customer-provided financial picture, identifies potential findings, prioritizes one Next Best Move, and explains the reasoning.
Money Blitz
GUIDED ACTIONTurns one selected finding into a focused verification or action sequence.
Continuity
RECURRINGMaintains relevant context, tracks confirmed outcomes, and supports the customer's next review.
Planned Partner-Enabled Access
PLANNEDMay eventually connect eligible customers with appropriately qualified providers for regulated or specialized financial products. Not included in any current purchase.
ShoeBox tiers
Consumer-only. Monthly per-customer fee. Separate from any BondBridge subscription. Planned — provider arrangements required.
Basic
$0
ShoeBox access fee
1 ShoeBox
$500 maximum balance
Plus
$4.99/mo
per customer
Up to 3 ShoeBoxes
$1,500 maximum balance per box
Max
$7.99/mo
per customer
Up to 3 ShoeBoxes
$2,500 maximum balance per box
ShoeBox tier fees are separate from any BondBridge subscription. Provider transaction fees, if applicable, are disclosed before confirmation. Learn more about ShoeBox
Not sure what is currently included? See the full Product Status page for a complete list of what is available now, under expansion, and planned.
Find my starting point