Financial Coaching Referral Program

I am always happy to receive a referral for someone looking for financial coaching! To reward you for sharing my business with your family and friends, I have set up a special referral program with real benefits as a thank you for spreading the word.

If you tell others about my business, and one of them signs up up for coaching sessions, you’ll receive $50 as a thank you! Current and past clients will receive $100 per referral who signs up for financial coaching.

Here’s all you have to do:

  1. Instruct this person to reach out to me using my booking page and to mention your name in the comments section.
  2. This person must then meet with me for a Discovery Session and sign up for financial coaching sessions.

Each of the above criteria must be met to qualify for the referral reward. You will receive your referral bonus after I hold the first financial coaching session with the person you referred to me.

I can send you the referral reward by a Visa gift card, Venmo, or Zelle. There is no limit on how many referral bonuses you can earn through my referral program!

Financial Coaching Referrals for Businesses

If you are a business owner and would like to discuss a referral connection with me, I would be glad to sit down with you and talk about how that may work for us.

My coaching practice is a relevant connection for all businesses. No matter the industry because ultimately every business’s well-being depends upon the customer’s ability to purchase your products and services.

Please use the contact form at the bottom of my home page to get in touch with me, and note in the comments box that you are a business owner looking to establish a referral connection.

I would love the opportunity to serve your customers and employees, which in turn makes your business more profitable and effective.