Allied for Success Bundle for CFP® Professionals

Where Purpose Leads, Money Follows.

Put first things first. Then everything else finds its place. The Allied for Success Bundle for CFP® Professionals equips you to lead a true synergy of specialists around your clients’ lives, not just their money. You’ll be able to bring CPAs, attorneys, insurance, and investment professionals into one shared, purpose-centered financial planning process.

What’s included

• Limited hard cover edition of Allied for Success – Creating a Synergy of Specialists to Fulfill Our Clients’ Dreams(for CFP® professionals)
• 3 copies of The Blueprint for Financial Success (full-size Blueprint workbooks for client meetings)
• Limited hard cover edition of What Matters Most – Build a purpose-centered alliance with your clients to fulfill their dreams—and yours, too! (advisor edition)
• Limited hard cover edition of Make Your Money Count – Connecting Your Resources to What Matters Most (end-user edition)
• Thinkific course enrollment: What Matters Most for Financial Advisors
• Thinkific course enrollment: 30 Days to Make Your Money Count (for individual investors, families, and business owners)
• RightCapital Premium Planning Portal access for your clients and their financial planning team
• Integrated digital Blueprint section inside RightCapital that mirrors The Blueprint for Financial Success™ so every specialist works from the same plan

Who this bundle is for

• CFP® professionals who want to coordinate an alliance of CPAs, attorneys, insurance agents, and investment professionals around a single client Blueprint
• Advisors who are ready to move beyond product conversations into purpose-centered, values-based planning
• Practice leaders building a repeatable, trust-based process that unifies their whole team around what matters most to each client

Outcome

This bundle helps you become the trusted coordinator of your clients’ entire financial lives—so their CPA isn’t talking past their attorney, their attorney isn’t disconnected from their insurance plan, and their investment guy isn’t talking to himself. Allied for Success fixes that with one Blueprint, one agenda, and one outcome.