Cancel within 60 days for a full refund. No questions asked.
Featured listing in one expert guide to attract your ideal clients
Wealthtender Financial Network membership
Get quoted in articles and gain industry recognition
Boost SEO for your own website
Answer site visitor questions to build your personal brand
Opportunities for social media promotion
Eligible to be featured in Wealthtender subscriber newsletter
Promotion of your articles or podcast episodes to thousands of people we reach each month
Eligible for upgrade option to be featured in additional expert guides
Earn rewards for referring other coaches and financial advisors to the Wealthtender platform
Customize your profile page and show what makes your practice unique
Build trust and recognition through ratings and reviews
Get featured in the Wealthtender Guide to Highly Rated Coaches
BONUS: Free profile page for your blog and/or podcast in the Wealthtender Finance Blog and Podcast Directories
“The best investment you can make is in yourself.”
- Warren Buffett
We Can Help
Frequently Asked Questions
Do you offer discounts?
Yes! We’re happy to offer you a 12 month subscription for the Financial Coach & Counselor Elite or Growth plan for less than the cost of 10 months when paid in advance.
You’ll save more than 20% with your upfront annual payment of $499 for the Elite plan or $299 for the Growth plan.
Please note this offer is exclusively available to founding members and this offer may end at any time. To take advantage of this discount, please email email@example.com today!
Can I switch plans?
You bet! You can switch plans at any time.
How do I cancel my plan?
We make it easy to cancel your plan anytime. Simply login to your account and select ‘cancel my plan’. We also hope you’ll contact us at firstname.lastname@example.org to let us know if there’s anything we can do to change your mind.
What happens to my profile page on Wealthtender if I cancel my plan?
Once your plan is cancelled, your profile page will be removed from Wealthtender. Poof!
Have more questions or feedback?
We want to hear from you! Send a note to email@example.com and we’ll be happy to answer your questions and listen to your feedback. You can also text or call us at (512) 856-5406.