Many of you have requested the following feature: an easy way to submit a referral.

 
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Share the wealth!

“Yeah . . . I really should talk to a financial planner sometime.”

- Every person who ever cared about their finances

My clients tell me that this is the most common response they get when they bring up to their family, friends, neighbors, or co-workers that they work with a financial planner.

But you know how it is. You give them my contact information, but then they never call. People procrastinate these sorts of things, even when they need to do it. Or perhaps, especially when they need to (think about yourself…did it take you a while to finally contact me?)

You know that real financial planning creates results and keeps you on track.

So here’s an easy submission form if you’d like me to contact a person you know who could benefit from working with a financial planner, like you have!

Please get their consent first, or give them a heads up that I’ll be reaching out to them.

Here’s an example of the kind of message they’ll receive.

 

submit a referral

 
of the person you're referring
of the person you're referring
What's your relationship to them? What have you told them about working with me? What are their needs for financial advice, as far as you know?
 

 

My Financial Planner is Approachable

As you know, I hang my reputation on being easy to talk to and open and transparent in everything that I do. An easy way for someone to see that?

By listening to a 1-hour interview

 

My Financial Planner is Fee-Only

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My Financial Planner Often Gets Mentioned in the Media

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