REFERRING CLIENTS JUST GOT EASIER.
Everything you need to introduce your clients to financial coaching.
Talking points, templates, and more, all in one place.
Your Referral Toolkit
Everything you need to introduce your clients to financial coaching.
WHEN TO THINK OF ME
Not sure how to identify who might be a good fit for financial coaching? Learn more about how to spot a good referral.
EMAIL INTRO TEMPLATE
You don't need to start from scratch. Customize this email introduction template to connect me with your client.
CLARITY SESSION FLYER
Perfect for handing out during in-person meetings or attaching to a digital resource list. This flyer outlines the benefits of a Clarity Session and who it's for.
Hi, I’m Kim!
MEET YOUR FINANCIAL COACH
With over a decade of experience in corporate finance and tax, I understand the complexities behind business growth and personal wealth.
I built this business to fill the gap between high-level accounting and the daily financial habits of small business owners.
When you refer a client to me, you can trust they are receiving financial guidance that is grounded in my CPA background from a mentor who won’t let them quit on their goals.
I’m here to be a professional extension of your team, providing the same level of integrity and expertise that you do.
LICENSED CPA & MBA, FOUNDER OF KPW FINANCIAL COACHING
QUICK ACCESS LINKS
Tools I love and recommend:
Capital One
High-Yield Savings Account
No minimums and no monthly fees.
YNAB
Budgeting App
Plan ahead for your spending
US Bank
Business Checking Account
No monthly fees.
Profit First
Book Recommendation
Method to manage business finances
Resources to Share or Keep for Yourself
Take a look at my recent blog posts and feel free to share anything that might be useful with your clients.
FREE RESOURCE TO SHARE WITH YOUR CLIENTS
Give your clients a free guide that will help them feel more confident paying themselves, saving for taxes, and creating a simple budget for their business.
MONEY MUSTS
FOR SMALL BUSINESS OWNERS
LET’S STAY CONNECTED!
Join my referral partner network to receive occasional updates, new client resources, and insights into how I’m helping small business owners thrive financially.