Your clients want to help
the people they care about.
Give them a way to do it.
Gift of Financial Planning turns your client relationships into warm introductions. No awkward ask required.
Referrals are your best source of growth.
The trust is there. The bridge isn't.
Your clients have friends who just got a promotion, siblings carrying student loans, colleagues who received a windfall, neighbors buying their first home. These people would benefit from a conversation with you.
But there's no natural way for your client to make that introduction. Saying "you should call my financial advisor" feels transactional. Asking your clients to refer people puts them in an uncomfortable position.
The real barrier isn't willingness. It's the absence of a mechanism that makes the introduction feel natural, generous, and easy.
Three steps.
One warm introduction.
You provide the financial planning experience. We handle the gifting infrastructure that turns your client's goodwill into a booked session.
Set up your advisor page
Choose which packages to offer, set your pricing, and customize your branded gifting page.
Your client purchases a gift
They select a package, write a personal note, and choose a delivery date. Checkout handled via Stripe.
Recipient books and arrives ready
They receive a gift email, create a profile, select their planning topics, and book directly on your calendar. You meet a warm prospect.
Most gifting stops at checkout. This doesn't.
No one else has built this. A branded gift delivery, a redemption hub, an onboarding flow, scheduling integration, and session reminders.
The gift feels like a gift, not a sales call.
Apply for Early Access →View planning packages and pricing →
Gift of Financial Planning™ 🎁
The referral that doesn't
feel like a referral.
A natural touchpoint, not an uncomfortable conversation
Share your gifting page through a client email, newsletter, or seasonal campaign. Clients act when the moment is right. No awkward conversation required.
Warm before you even meet
The recipient experiences a gift, not a pitch. Trust is established before you even meet.
They show up ready
By the time they book, they've created a profile and selected their planning topics. They're invested before you even meet.
A new income stream, built into your practice
Immediate revenue from every gift. A potential long term client is the upside.
Your clients are already talking about you. Now they can do something about it.
Research on referral behavior shows that clients who refer do so most often because someone in their network asked them for a recommendation, not because the advisor prompted them.
They mention you to a friend going through a divorce. A sibling mentions they have no idea what to do with their 401(k). A colleague asks how they manage their portfolio. These moments happen all the time.
The problem is that passing along a name rarely converts. There's no warmth, no context, no commitment. Gift of Financial Planning turns that moment into a structured, purchased, delivered experience. That changes everything about how the recipient shows up.
Designed to fit your
compliance framework.
GOFP is structured as a client-to-recipient transaction. The key compliance considerations are addressed directly in the platform.
Fiduciary duty shifts to the recipient
Your duty is entirely to the recipient once the session begins. Giver acknowledgment is built into checkout.
Confidentiality wall
The paying client receives no session information. This expectation is documented before checkout.
Limited-scope agreement built in
Recipients sign digitally during redemption. No separate paperwork required from the advisor.
Proven in Practice
(based on two years of gifting sessions at our own independent advisory firm)
Based on the founding advisor's own practice data, May 2024 through May 2026. Results are illustrative and not a guarantee of future outcomes.
Apply for Early Access
We are looking for 15–20 independent fiduciary advisors to join our founding cohort. Your feedback as an early user will directly influence how the platform evolves. Founding cohort members receive pricing and platform benefits reserved for early users.
See If You're a Fit
Enter your details below. We will open a short questionnaire to assess fit. Takes about 5 minutes. We review every application and follow up directly.
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