Give Your Users Everything They Need
Provide one-on-one financial planning at scale without losing your customers.
Our partner program in a nutshell
We heard your users’ biggest problem, “what is next after education?”
We heard your biggest problem, “I’m not licensed” or “I can’t scale to provide 1-on-1 financial advice.”
This program solves both problems:
- You bundle our monthly one-on-one financial planning services with your products and services
- You set the prices for your customers, collect all payments and we provide the services
- We are registered with the Securities and Exchange Commission and we provide the one-on-one financial advice.
- We provide monthly one-on-one personalized financial planning services to keep them building their wealth
How does it work?
We are your “financial planners as a service” partner. Your users are paying you directly for everything you provide plus financial planning as a service. When you are ready, you share the user’s name, email, and phone number with us. We auto-enroll them and they sign an e-sign agreement for financial planning, we bill you and we begin helping them reach their goals.
Do I have to get licensed or become a financial advisor?
No! We all play our part and we handle all of that.