Help a friend or family out &

be rewarded at the same time

We all know that one or two friends or family members who are either

clueless about navigating around their personal finances or
need that extra push to get them to start planning for their finances

Now you can help your friends out AND be rewarded at the same time (up to $175/person) by introducing and connecting your friend with me, who is a Certified Financial Planner that can help them with their financial planning matters.

How does it work?

Here's how you can be rewarded up to a total of $175 in cash per introduction while helping your friend or family member improve their financial well being.

Strike a conversation with the people that you enjoy being with and share with them how they might find value in the work that I do.

If they are comfortable in finding out more about how they can benefit from the work that I do, connect us together by providing me with their contact so that I can reach out to them directly.

Get rewarded $25 per successful connection that had met me for an introductory session!

Get rewarded $150 per successful introduction if your friend/family member has decided that we are a good fit and that my services align with what he or she is looking out for!