LifeSpend Planner Referral Program
Because good planning is worth sharing.
LifeSpend Planner was built to help people confidently turn lifetime savings into sustainable lifetime income. Many of our clients discover us through personal introductions—and we believe those connections deserve to be rewarded.
Our referral program is designed to provide immediate value to your friends and family while ensuring your own financial roadmap stays current and accurate.
How the Program Works
We’ve kept it simple: when you share the gift of financial clarity, both you and the person you refer benefit.
For The Person You Refer
$2,500 Setup Fee Waived: They receive a full LifeSpend Plan at no initial cost.
Comprehensive Guidance: The same deep-dive analysis and expert strategy we provide to every client.
No Obligation: A pressure-free experience focused solely on completing the planning process.
For You (The Referrer)
Complimentary Plan Revision: Earn one full update to your own plan for every referral.
Stay Current: Use your earned revision to adjust for market shifts, new spending goals, or tax changes.
Unlimited Rewards: There is no limit to how many referrals you can make or revisions you can earn.
Keep Your Plan in Sync
Financial planning isn't a "one and done" event. Life changes, and your plan should too. While complimentary revisions are earned through referrals, you can always request a manual update to your strategy.
• Earned Revision: $0 (with a completed referral)
• Standard Revision Fee: $250
• Standard Setup Fee (No Referral): $2,500
Important Disclosures & Plan Limitations
A LifeSpend Plan is an educational tool designed to provide a snapshot of your financial trajectory based on current data and specific assumptions. It is not a guarantee of future results. All projections regarding market returns, inflation, and longevity are hypothetical and subject to change. A LifeSpend Plan does not constitute legal, tax, or accounting advice, nor does it provide specific investment recommendations or trade execution. Because life and markets are unpredictable, plans should be reviewed regularly. The waiver of setup fees for referred parties and the provision of complimentary revisions to referrers are subject to the completion of our standard planning process and may be modified by LifeSpend Planner at any time.