For Advisors

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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:

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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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