Incorporate Behavioral Finance Solutions

3 Membership options to fit your needs and budget


Simple, straightforward, and most effective use of behavioral finance
Less than 30-minutes of your time each month

  • Client & Prospect ‘Behavioral’ Content
    • Two Pieces Each Month (article & video)
    • White Labeled – Brand it as Your Own
    • Four Onboarding Calls
      • Using & Leveraging the Client/Prospect Content
      • Best Practices – Email Campaigns & Social Media
  • Weekly Coaching Messages
    • What to Anticipate & Timely Discussion Points
    • Tips on Effectively Implementing Behavioral Finance
    • Month-to-Month Commitment
      • 30-day Notice Required to Cancel
      • $399/month


Be-Fi Tools, Mastermind Retreats, Coaching Calls



  • 10 Turnkey Behavioral Finance Tools
    • Slide Decks, Scripts, Behavioral Policy Statement
    • Questionnaires, Checklists & Personality Tool
  • Mastermind Groups & Retreats
    • Join a Virtual Group or Listen to Recordings
    • Come to In-Person Mastermind Meetings
  • Regular & Personal Coaching Calls  
    • Implementation – Which Tools are Best for You
    • Quarterly Accountability & Best Practices


12-month minimum


More content, coaching, and accountability



  • Biz Plan Driven Coaching & Accountability
    • Strategy, Review & Execution of Plan
    • Monthly Calls, Priority Response Email & Text
  • Real-Time Coaching During Crises
    • Situational Role Play (anticipate concerns)
    • Access Library of 100+ Behavioral Finance Articles
  • Psychology of Marketing Yourself
    • Identifying & Promoting Your Brand (website)
    • Framing All Client Communication


12-month minimum

Terms of Premium & Elite Memberships

12 month minimum commitment, then month-to-month. Must leave copyright mark on all materials. All deliverables including Slide decks, Questionnaires, Checklists, Scripts, and Speaking Your Client’s Language are licensed and may only be used with an active membership.