For Advisors
Our MoneyNav team is always open to engaging with independent advisors who believe in and support our mission, vision, and values.
If you believe in the positive impact a financial wellness program (and independent financial advice) can have on the overall financial wellbeing of all working Americans, and are looking for a program to further enhance your financial wellness offering for your clients, please feel free to contact us to learn more about becoming a MoneyNav member advisor!
As a member advisor, you will receive access to:
MyMoneyNav Individual
Financial Coaching Platform
- On-demand 1:1 scheduling
- Client-specific & client-wide email distribution and platform dashboard posts
- Client notes & historical information documentation
- Client fact-finder & CRM-like tools
- On-demand employee- and client-specific reporting
- Customizable to meet your unique needs
Workshop Resources
- Presentation slides and talking points
- Topic-specific workbooks and worksheets
- Invitations and follow-up communication
MoneyNav Content
- - Branded blog posts
- - Branded infographics, worksheets, and guides
- - Recorded workshop videos (5 – 15 minutes)
- - Recorded MoneyHacks videos (5 – 10 minutes)
Become a contributing author on the MoneyNav blog to help build your personal brand, highlight your firm and demonstrate your expertise across the MoneyNav population.
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