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 

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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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Form CRS: Client Relationship Summary

The Advisors listed on this site may discuss and/or transact business only with residents of states in which they are registered. For a list of state registrations, please visit each Advisor’s website listed in the Author Profile section. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. FINRA/SIPC, a Registered Investment Advisor

Check the background of each Advisor listed on this site on FINRA’s BrokerCheck.