For Financial Advisors

We'll Teach Budgeting So You Can Focus On Planning

Equip your clients with the tools and guidance they need to control their spending.

Current Client Sponsorship

Sponsor your clients for only $65/month. They’ll get a zero-based budgeting app and a dedicated coach to meet with monthly.

Sponsor A Client Today

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Brands We Work With

How It Works

Step #1

Identify clients who need cashflow support.

You help your clients with long term planning. We help them with short to mid term cashflow. When your client is in control of their cashflow they meet allocation goals and accelerate their goals.

Personal Coach

Accountability

Step #2

We'll give your client an app and a coach

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.

Browser App

Bank Upload

Mobile Web Version

Simple Goal Tracking

Zero Based Budget

Client picks coach

Step #3

You'll be updated with actionable progress reports

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.

Sponsor A Client Today

FAQs

What is the cost to sponsor a client?

The cost is $65 per month per client. This covers the software and a dedicated coach to meet with monthly. Clients are also able to chat with their coach anytime.

How long until a client sees results?

We've found that most clients see tangible results in the first 3-6 months.

I'd like to schedule a demo to learn more.

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.

Still have questions?

Reach Out Anytime