top of page
Referral Program

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!

WhaTYou Get:

  • You: $20 off your next paid service or session, or a $20 gift card of your choice.

  • Your Referral: 20% off their first service or enrollment fee for a Monthly Membership.

How It Works:

 

  1. Share your experience with someone you believe could benefit from coaching.

  2. Have them mention your name during their discovery call or when completing the Pre-Discovery Call Questionnaire.

  3. 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!

Reviews

Before Abby and I started working together, I struggled with managing my finances, especially as a recent college graduate navigating the challenges of the working world. Her coaching has been invaluable in helping me understand the importance of financial planning and creating a personalized budget that suits my needs. Thanks to her tailored solutions, I’ve seen significant improvements in how I approach saving, spending, and prioritizing my goals. I’ve noticed a positive shift in my mindset about money, making more thoughtful decisions, and feeling confident about my financial future. I would recommend her services to anyone seeking practical, personalized guidance on managing their finances.

Alecia W., TX
Tailored Financial Solutions Transparent

Monday - Friday 7AM CST - 6 PM CST

Call or Text: 281-624-6762

Email: connect@tfsjourney.com

  • Instagram
  • Facebook
  • Youtube

Follow us on Instagram

Tailored Financial Solutions provides educational financial coaching services only. We do not offer legal, tax, or investment advice. Please consult with a licensed professional for advice specific to your situation.

© 2025 by Tailored Financial Solutions

bottom of page