Your Financial Toolkit – Agent Setup

Thank You – Your Financial Toolkit Purchase Is Confirmed

This page outlines the next steps to get your custom toolkit built, configured, and installed on your website so you can use it with your clients.

Step 1

We’re Preparing Your Custom Toolkit Build

Because this is a custom agent tool that sits on YOUR website for YOUR clients, our team must manually build and configure it for you.

Depending on your hosting platform (WordPress, Bluehost, Squarespace, PhoneSites, or fully custom hosting), setup typically takes:

⏳ Estimated build time: 5–7 business days

We’ll notify you when your install is ready and provide your unique client-facing link.

Step 2 (Optional Upgrade)

Add the AI Financial Coach – $29.99/mo

The AI Coach is a fully integrated upgrade that allows your clients to ask budgeting questions, debt questions, and receive step-by-step financial guidance based on the numbers they enter inside the toolkit.

Add AI Coach – $29.99/mo

If you add this now, we’ll connect the AI coach during your build so it’s fully functional on launch day.

Step 3

Send Us Your Setup Information

We need a few details to correctly build your toolkit, brand it, and install it on the proper platform. Click the button below and fill in the blanks:

Email My Setup Info

Once we receive your email, your build process starts automatically.

Step 4

What to Expect Next

Within 24 hours: we review your intake details.
Days 1–5: we build your toolkit and configure your hosting.
Days 5–7: final install + testing + AI connection (if purchased).
Launch Email: we send your final toolkit link and onboarding PDF for your clients.