Referral Partner Program

Know someone whose finances are finallyready to get clear?

Send them our way. We'll take great care of them — and we'll take great care of you
for making the introduction. Simple program, real money, zero hassle.

10%
you earn

|

Of their full first-year contract - paid to you.

No cap on referrals. Every client you send who signs on puts money directly in your pocket within 30 days of their contract start.

Refer someone on a $750/mo plan → you earn $900

Core plan

$450/mo

$540 / referral

Clarity plan

$750/mo

$900 / referral

Partner plan

$750/mo

$900 / referral

Who's a good referral?

• Coaches & consultants who are guessing at their numbers

• HVAC & trades business owners with messy books

• Service businesses dreading tax season every year

• Anyone growing fast who needs real financial clarity