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For Real Estate Agents

Are you anxious about your financial situation? Worried about retirement?
When did you last do a financial check-up?

A FINRA Foundation study found that two-thirds of Americans would fail a basic financial literacy test.

In the struggle for financial progress, our emotions can run hot and high.
So much to know.

So many decisions. And patience runs thin amid data exhaustion.

But you can relax.

Your employer can give you direct access to an unbiased, non-selling CERTIFIED FINANCIAL PLANNER™ professional—your personal financial coach—to build knowledge and confidence around your finances with a comprehensive financial plan tailored to your goals.

Download Our Brochure

"Employer Communication Booklet"

Individual Plan

  • $1,000 One-Time Onboarding Fee
    *$1,000 Onboarding Fee is refunded, if your employer signs up within 12 months.

  • $100/ Month
    Cancel Anytime
  • Available as a Stand-Alone Product
  • Upload Your Corporate Documents
  • Reservations Only


Schedule some time to speak with a Financial Coach today to see if concierge employer benefits are right for you!

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirement