Benefits for you


  • is scalable and you can offer it in any geographic area
  • provides you a tool to help your clients with a basic financial plan
  • offers an opportunity for you to be an even greater help to your clients in the future
  • is an excellent value add to promote your business to others
  • is cost effective for your organization to implement
  • provides customer support for you and your clients

Benefits for your clients


  • helps families LEARN financial principles and then APPLY to their own lives
  • offers a financial roadmap and process anyone can follow.
  • is simple and easy to implement
  • is affordable and is a fraction of the cost of traditional financial counseling,
  • can be used at any time‚Ķday or night.
  • is unique and different by integrating Financial Personality into every session.
  • offers a tailored analysis and report of all financial input and recommendations based on your personality type

Contact us today to learn about setting up a business partnership with you today to begin offering this excellent program to your clients.