Refer a Friend

Spread the word about me by giving your friends a referral link to a free financial blueprint.

Refer a Friend

Who should we send the guide to?

Enter the name and email address of your referral and we'll take care of the rest! Just click the "+" button if you have more than one name.

Your Information

Enter your information so your referrals know who's sending the guide.

What's A Financial Blueprint?

Most of us think about money every day. 

It's not that we're greedy and obsessing about it, it's just that our finances touch every area of our lives. Each of us is making vitally important decisions every day that make us either stronger financially or more vulnerable.

The fact is, we are each building a financial house, whether we realize it or not.

How you build your house, the choices you make will determine where you end up financially.

The goal of making wise choices is to reach a point where your money one day works for you - so you no longer have to work for your money. That's called financial independence and it all starts with a Financial Blueprint.

Inside a financial Blueprint

Unlike most financial plans that just concentrate on one part of your finances and come with a hefty price tag of $500+, my Financial Blueprint covers all 8 aspects of your financial house without the big expense. In fact it's free!

Debt & Mortgage Elimination
Asset Protection
Budgeting & Spending
Wills & Power of Attorney
Retirement & Education Savings
Emergency & Vacation
Home & Auto Insurance
Goals & Dreams

How can a Financial Blueprint help your Referrals...

Get clear answers to your most pressing money questions

  • Can I stop working at X years old?
  • How can I better protect my assets from inflation, taxation and depreciation?
  • How does my investment portfolio compare to others?
  • If I retired and withdrew $xxxx per month, how long will my money last me?
  • Historically, how has my existing portfolio performed in the last 1,3,5,10,20+ years?
  • How can I pay off my mortgage in x years?
  • How much faster can I pay it off if I paid an extra $xxxx per month?
  • What's the best way to pay off my mortgage, credit cards and loans?
  • Can I get a better interest rate on my mortgage?
Kids Education
  • How can I ensure my kids go to university without needing a loan?
  • How can I get the government to pay for my kids education without out-of-pocketing any expenses?
  • How much will tuition cost by the time my daughter goes to school? 
  • How can I withdraw the money without triggering any taxes and unnecessary fees?
  • How can I free up an extra $xxx from my budget so I can afford to start taking family vacations? 
  • Where is all my money going? Can I do better?
  • How can I consolidate financial products so I'm not paying double for the same type of product?

And More...

What Happens When You Refer a Friend

Current Progress
Current Progress
Current Progress
Current Progress

Step 1.

Complete the form

Let us know where we should email the free guide and we'll take care of the rest.

Step 2.

We'll send your referral an email (on your behalf) with a link to download the free guide.

Step 3.

That's it!

Pat yourself on the back because you helped a friend!

Who to refer?

Here are some people I like to work with...

has a career earning $40,000+
Between the ages of 25 & 60 years old
Healthcare Workers
Transitioning into retirement
Looking to buy a new home
Business owners
high net worth individuals with over $150,000
young & busy professionals
experiencing major life changes
Individuals with complex investment portfolios
simple and easy.

Send your friend a Referral Link Today

Referral templates

Rather send a message yourself?
Use one of my simple templates

If you'd rather contact your referrals directly, you can use any of the templates we've provided. Just copy one that works for you and paste it into an email, text, or DM on your preferred social media platform.
It's a piece of cake!

Template #1

Hi _____. I hope you’re well. I'm helping out my financial advisor grow his clientele. If you happen to be in the market for a new advisor, Anthony is looking to take on new clients. I’ve been working with him for over __ years and he’s done a really great job helping me plan for the future. Check out his website at Let me know if I can send you both an email introduction. Thanks.

Template #2

Hi _____! This might seem a bit random, but do you have a financial advisor? I'm trying to support my buddy Anthony by helping him to get more clients, so if you're looking for someone in that field, I'd love to connect you two through email. Let me know if it's okay to do that and in the meantime, take a peek at to learn more about him.