Become a Referral Partner

Build a stream of income by helping people

#NoFamilyLeftBehind

Mission #NoFamilyLeftBehind

Additional Stream of Income
+ 1099 benefits

We do the work for you

People are praying for help with their finances.

#NoFamilyLeftBehind

Think about it – we're always suggesting things to our friends, like, "You should try that restaurant!" or "You've got to read that book!" It's just something we naturally do when we like something or someone, right?

My own family is doing well financially because our friend, Ben, told us about an event on "Faith, Family, and Finance" and invited us to join him. At that time, my husband Bob and I were facing some challenges. We had recently moved to the U.S. from China, closing down Bob's business there. We had money saved up but no clue how to manage it. Plus, we were expecting a baby and unsure about our next career move.

After attending the event, we sat down to create our own financial plan. We also realized we wanted to help others do the same, so we started the journey to become financial strategists ourselves. We are so grateful to Ben for that invitation. But what if Ben had been a licensed referral partner? He wouldn't just have our gratitude; he would have benefited financially from referring us, as well!

You make the introduction, we do the work

Here's how it works:

We help you get your licenses

You’ve heard of referral real estate agents, right? They are licensed real estate professionals who connect other agents with prospective clients. We offer the same. If you get licensed with us, you can send people to us who are looking for financial solutions.

Free personal financial reviews

Next, you send someone to us, and we help them with a personal financial review - free of charge. We do the work of helping people get on track for their financial needs and dreams, and you get paid.

We will ask for referrals for you

The plans we design for people might cost $500 - $5,000 elsewhere. So if they love them, we simply ask them to send more people our way. That means you paid not only for your referrals, but also for the people they refer in.

We will train the new licensed professional for you.

If someone you referred to us is like me, and wants to help others in the same way they were helped, we may invite them to become a business partner. Since you are licensed, we can add them to your team. We’ll train them, but they’ll help build your book of business.

The benefits of 1099 Income

On top of the increased income potential, 1099 income can set you up for a host of tax deductions. If your taxes are generally higher than you’d like each year… more deductions are a welcome addition!