Financial Agent Toolkit – Done-For-You Client Tools
Done-for-you budgeting & debt tools + optional AI coach, branded for your agency.
For financial advisors, agents & coaches

Turn your website into a real client coaching platform, not just a digital business card.

This toolkit gives you branded client tools to help people fix their cash flow and crush their debt — while positioning you as the trusted coach who made it happen.

Each page is hosted for you, supported for life, and built to make client meetings more powerful and referrals automatic.

The tools your clients will actually see

Simple, fast, and branded tools designed to build trust and get real financial wins.

Tool 01 · Budget & cash-flow clarity

Budget Planner

  • Income, bills, debts, and expenses in one view.
  • Color-coded due dates (green/yellow/red) for clarity.
  • Local browser saving — no accounts or logins needed.
View Demo Video & Test Features →
Tool 02 · Debt payoff & motivation

Debt Eliminator

  • Snowball vs Avalanche payoff comparison.
  • Shows payoff timeline, total interest, and savings.
  • Real-time modeling for extra payments.
View Demo Video & Test Features →
Tool 03 · Protection & future security

Life Insurance Needs Calculator

  • Income replacement, debt payoff, education & legacy.
  • Simple, conversation-based interface.
  • Built to help transition from cash flow into protection.
Demo Coming Soon

Pricing & Add-Ons

One-time toolkit. Optional recurring AI support add-on.

Toolkit Basic (DIY) – $197

  • Budget Planner, Debt Eliminator, Insurance Needs calculators.
  • Non-branded hub layout + embed instructions.
Get Basic Toolkit

Toolkit Pro (Done-For-You) – $297

  • All tools branded to your agency.
  • Installed for you with lifetime support.
  • Free future tools included automatically.
Get Toolkit Pro

Financial Coach AI Add-On – $29.99/mo

  • 24/7 client-facing AI coach on your hub.
  • Customized with your name & contact info.
  • We manage backend, you get the results.
Add AI Coach at Checkout