Your advice, working
between meetings.
Advisors, tax pros, planners, and coaches use Wellthplan to keep clients on plan between reviews. Refer a client and they get 30 days free — you get a client who shows up with clean numbers.
Free to register. No cost to refer.
The gap
The plan is sound. The 89 days after the meeting aren't.
Clients leave your office aligned and then hit real life — a rate increase, a slow month, a big purchase. Wellthplan is the day-to-day layer that keeps your recommendations in front of them until the next review.
Clients arrive prepared
Accounts linked, spending categorized, net worth current. Reviews start at strategy instead of “can you send me your statements?”
Advice they act on
Your recommendation becomes a funded goal and a monthly number, not a line in a PDF they open once.
Fewer between-meeting fires
Benjamin fields the everyday questions — pace, cash flow, upcoming bills — so your time goes to the decisions that need you.
The plan
Build the plan with them, not for them
Every dollar in Wellthplan is a Need, a Want, or Savings — and Savings is what funds the plan. Sit down with a client and shape it together in a few minutes.
- 1
Set the baseline
Linked accounts show real Needs, real Wants, and what's actually left each month.
- 2
Turn advice into goals
Emergency fund, debt payoff, down payment, retirement — each with a target, a monthly contribution, and a date.
- 3
Set the guardrails
Budget thresholds and low-balance alerts keep the plan intact when the month gets bumpy.
- 4
Review with real data
Next meeting, the progress bars tell you what held and what slipped — before anyone opens a spreadsheet.
Referrals
Refer a client, they get 30 days free
Register once and you get a referral link to share by email, text, or in your onboarding packet. Anyone who joins through it starts with 30 days of Wellthplan on the house — double the standard trial.
Register your practice
A short form — name, firm, and how you work with clients. Free, and no client minimum.
Share your link
One link, yours forever. Send it after a meeting or include it in your welcome materials.
They start on 30 days free
They link accounts, build the plan you discussed, and see their first safe-to-spend number in minutes.
You see who's on plan
Track which referrals activated from your professional dashboard — no client data unless they choose to share it.
Client trust
Recommend it without risking the relationship
Accounts connect through Plaid with bank-level encryption, read-only. Wellthplan can’t move money, never sees bank credentials, and never sells client data.
Read-only access — no transfers, ever
The client owns their data and can delete it from one screen
Wellthplan coaches habits — it doesn't sell products or replace your advice
Register and start referring today
Takes about two minutes. You’ll leave with your referral link and a dashboard to track it.
Free for professionals. Clients you refer get 30 days free.