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Tailored to your needs

  • CUSTOMIZABLE BRANDED ASSESSMENT
  • CUSTOM ADVISOR PORTAL AND DASHBOARD
  • DIGITAL BADGE, FOR WEB USAGE
  • FINANCIAL ADVISOR ALLY BEST PRACTICES HANDBOOK
  • CERTIFICATION FOR BEING A 5 MONEY PERSONALITIES ADVISOR
  • SAMPLE MARKETING MATERIALS

BECOME A CERTIFIED 5 MONEY PERSONALITIES ADVISOR

$49/MO

UNLIMITED CLIENT ASSESSMENTS
ACCESS TO PORTAL AND DASHBOARD
BEHAVIORAL FINANCE TOOLS
+MORE
IDEAL FOR INDIVIDUAL ADVISORS OR SMALL FIRMS

2 MONTHS FREE

$499/YR

UNLIMITED CLIENT ASSESSMENTS
ACCESS TO PORTAL AND DASHBOARD
BEHAVIORAL FINANCE TOOLS
+MORE
IDEAL FOR INDIVIDUAL ADVISORS OR SMALL FIRMS

FOR GROUP
PRICING

IF YOU HAVE ANY QUESTIONS ON
HOW WE CAN BETTER ACCOMMODATE
YOUR NEEDS, PLEASE REACH OUT.
WE ARE EAGER TO HELP.