Turn Prospects into Clients with Financial Clarity
Give your prospects a powerful financial wellness tool that builds trust, demonstrates value, and creates natural conversations about their financial future.
The Modern Prospecting Tool for Today's Advisor
Financial Fitness Passport™ helps you attract, engage, and convert prospects by providing genuine value before the first meeting.
Attract Qualified Prospects
Offer a free financial wellness assessment that pre-qualifies prospects and identifies those ready for professional guidance.
Build Trust Before Meeting
Prospects complete their financial profile on their own time, arriving at your meeting already invested in the process.
Demonstrate Expertise
Your branded platform positions you as a trusted resource while our AI assistant refers complex questions to you.
How It Works
A simple, elegant workflow that turns cold prospects into warm leads.
Send Your Invite
Share your personalized invite link via email, social media, or at events. Prospects get free access to Pro features.
They Build Their Profile
Prospects complete their financial snapshot: cash flow, debts, insurance, investments, and goals at their own pace.
They Grant You Access
When ready, they share their passport with you. You see their complete financial picture with granular permissions.
Have Meaningful Conversations
Walk into meetings with full context. No more awkward fact-finding. Focus on solutions and building relationships.
Meet Penny™
Penny is your clients' always-on AI financial companion. She helps them understand their financial situation, track progress, and learn key concepts.
But here's the key: When clients ask Penny for personalized investment advice, specific product recommendations, or tax/legal guidance, she doesn't guess. She recommends they contact you—their licensed professional.
Everything You Need to Grow Your Practice
Your Branding
Your logo, contact info, and booking link on every client's passport.
Complete Financial View
See cash flow, debts, insurance, investments, estate planning, and goals.
AI That Refers to You
Penny AI directs investment and tax questions to you, the licensed professional.
Seat-Based Licensing
Invite unlimited prospects. Pay only for active client relationships.
Save Hours Per Client
Skip the tedious data gathering. Clients arrive prepared and engaged.
Compliance Friendly
Audit trails, role-based access, and firm-level controls for peace of mind.
A Complete Financial Picture, Before You Meet
When prospects grant you access, you see their entire financial wellness journey across 8 key modules:
- Cash Flow - Income, expenses, and savings rate
- Emergency Fund - Months of coverage saved
- Debt Freedom - All debts and payoff progress
- Insurance Coverage - Life, disability, property policies
- Investing - Accounts, balances, and contributions
- Tax Optimization - Filing status and deductions
- Estate Planning - Wills, POAs, beneficiaries
- Financial Goals - Retirement Number™ and custom goals
Client Financial Dashboard
Simple, Scalable Pricing for Firms of All Sizes
Start with a pilot program. Scale as you grow. Pay only for active client seats.
Solo Advisor
Up to 25 client seats
Team Practice
25-100 client seats
Enterprise
Unlimited seats + custom branding
Ready to Transform Your Practice?
Schedule a demo to see how Financial Fitness Passport™ can help you attract and convert more clients.
Compliance FAQ
Learn how Financial Fitness Passport protects client data and supports your regulatory compliance requirements.
Have additional compliance questions?
Contact Our Team