I believe that trusted connections make the best introductions, and who better to spread the word than our valued clients and referral partners? When you share your positive experience with others, you’re not just helping them discover a path to financial confidence, you’re also earning meaningful rewards for yourself.
How It Works
It’s simple: Refer someone who purchases a paid coaching package, and you earn a gift card or item of your choice, with increasing rewards as you keep sharing. There’s no limit to how many people you can refer or rewards you can earn!
Our Tiered Rewards
Referral Process
- Fill out the referral form below with your details and the person you’re referring.
- Once your referral purchases a paid coaching package, we’ll personally notify you and arrange your reward.
Repeat as often as you like to climb the reward tiers!
Who Do I Serve?
I guide STEM Professionals (science, technology, engineering and math) who feel stressed by their finances to a happy, more confident life.
How To Identify Who Is A Good Referral For Me
They might be a good referral if they talk about:
- Can’t afford a vacation
- Lacking financial literacy
- Having too many credit cards
- Marriage/Partner money fights
- Too busy to manage their finances
- The fear of making money decisions
- Having a hard time tracking their spending
- Not having enough money saved for emergencies
What Should You Say:
You must meet my friend Bobby Clark. He is amazing at
helping people in your situation achieve their goals.
SUBMIT YOUR REFERRAL