Earn when a friend saves

Get a free month of coaching with each referral

The more, the merrier - especially when it comes to empowering people to make wise decisions about their money. 

How amazing would it feel to help a friend or family member who needs a financial accountability coach to help them navigate a recent life change like marriage, divorce or death, or the birth of a new baby? You could help the person who, just like you, wants to avoid the impersonal bank employee monitoring their investments by giving them access to personalized service. 

If this sounds like someone you know, Next Up Financial is the advisor for them. As a Next Up Financial client, you will receive one free month of coaching services when a person you referred becomes a qualifying customer. It feels good to help someone achieve their goals…  and you have an extra month to focus on yours too!