Equip your clients with the tools and guidance they need to control their spending.
Offer deep discounts to your current and prospective clients. Clients get a premium budgeting experience. You get actionable progress reports.
Request To Join
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You help a lot of people get their financial life in order. But not everyone is ready to take full advantage of your services. Many clients need to get a hold of their cashflow before they can make that next move. Share your unique discount link and we'll guide them towards cashflow mastery.
We've found it takes both to succeed. An app by itself doesn't give clients the guidance and encouragement they need. We're proud to be the only budgeting app that connects every user with a coach from Day 1. Clients pick the coach that resonates with them most.
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How is your client doing? Are they sticking to their budget? Using it regularly? Communicating with their coach? Chipping away at their consumer debt? We'll keep you in the loop with actionable updates.
Reports include active status and levels of coach communication.
Reports are sent directly to clients who are in control of the data they forward.
We don't charge anything to join or use the program. We believe budget coaches and financial advisors offer complementary services where both parties benefit equally. Our mission is to help the world fall in love with budgeting. We think that is something we can all get on board with!
In order to join the Advisor Discount Program you need to be a licensed advisor.
We take privacy seriously and have constructed this program with privacy in mind. While we can't recommend your services to a user we can keep you updated on their basic progress. We achieve this by sending actionable results to the user directly who is able to forward them your way.
Great! We'd love to learn more about your practice and how you plan to help your clients thrive with their finances. Feel free to grab some time here.
