That's $483 gone. And you don't own anything. Stop paying, lose access.
You're not the only one who's had enough.
Financial Advisors face unique challenges: CRM costs — Wealthbox is $45/month, Salesforce starts at $25/month. Compliance requirements making every client interaction documented. Scheduling around market hours, client availability, and review meetings. Managing AUM-based and fee-based client billing simultaneously. On top of all that, Calendly charges $12/month ($144/year) — money that comes directly from your revenue. The median financial advisor earns $68,000/year. Software at $144/year is a meaningful percentage of that income, every year, forever. And you do not own anything.
Your Financial planning software (eMoney, MoneyGuidePro) is yours. You bought it once. Helix works the same way — $279 once for invoicing, scheduling, CRM, time tracking, and full accounting. All connected. All offline-capable. You own it like you own your tools.
Calendly is just one piece. What else are you losing money on?
Want this breakdown emailed to you?
Your exact Calendly cost, full stack total, and what switching saves. 10 seconds.
| Feature | Calendly | Helix |
|---|---|---|
| Invoicing | ✓ | ✓ |
| Scheduling | ✗ | ✓ |
| CRM | ✗ | ✓ |
| Time Tracking | ✗ | ✓ |
| Full Accounting | ✗ | ✓ (SIMPL) |
| Task Management | ✗ | ✓ |
| Price | $12/mo forever | $279 once or 3 × $99 |
| 3-Year Cost | $483 | $279 |
| Stop paying? | Lose everything | Keep everything forever |
Most financial advisors are fully switched before the weekend.
Screenshot your event types, availability, and integration settings.
10-minute setup. Recreate your event types and availability windows.
Replace your Calendly link on your website, email signature, and social profiles.
Cancel subscription. Your existing booked events stay on your calendar.
For solo operators and small teams (1-5), yes. Helix includes invoicing, scheduling, CRM, time tracking, task management, and full accounting. Calendly may be better if you have a large team (10+) or need enterprise-specific features.
It's $7.75/month over 3 years. Calendly is $12/month — that's $483 over 3 years. Which is more? And if you'd rather split it, Helix is also available as 3 payments of $99.
Yes. Helix is $279 as a one-time payment, or 3 payments of $99 ($297 total). Either way it's a one-time purchase — no subscription, no recurring fees ever.
30-day money-back guarantee. Full refund. If Helix doesn't save you $500 in year one, you get every penny back.
Export your data from Calendly as CSV, import into Helix in about 5 minutes.
$483 over 3 years. Or $279 once (or 3 × $99). Own your tools.
Get Helix — $279 Once