SOMEONE SENT YOU OUR WAY?
You’ve been referred to Tailored Financial Solutions—welcome!
We’ll start with a free 30-minute Discovery Call where I’ll learn more about your current challenges, goals, and areas you're hoping to improve. It’s a no-obligation opportunity to explore how we can work together to improve your financial situation and take control of your financial future.
Be sure to mention your referral name so you both receive the referral rewards!
Refer a Friend,
Reap the Rewards
Helping someone take control of their finances is one of the best gifts you can give — and now it pays to share!
When you refer a friend, family member, or colleague to Tailored Financial Solutions and they complete a paid service or enroll in a Monthly Membership, you both receive a thank-you reward!
What You Get:
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You: $20 off your next paid service or session, or a $20 gift card of your choice.
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Your Referral: 20% off their first service or enrollment fee for a Monthly Membership.
How It Works:
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Share your experience with someone you believe could benefit from coaching.
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Have them mention your name during their discovery call or when completing the Pre-Discovery Call Questionnaire.
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Once they complete their first paid service or membership enrollment — your reward is on its way!
Thank You! 💛
Your support helps more people experience the freedom and peace that comes with confident financial planning. We're grateful to have you as part of the TFS community!
Within a year, I improved my credit score, paid off my debts, and saved enough for a down payment.
Before working with Abby, I’d been denied for a mortgage several times and didn’t know where to start. As a single mom of two, I felt overwhelmed. Abby helped me understand credit, build a debt payoff plan, and start saving smart. Now, I’m a homeowner and I couldn’t have done it without her.
Jenny P., TX