Share the , your clients save

Recommend Waypoint Budget to the people you help. Your clients get 25% off their first year on an annual plan, with no referral fees and none of the compliance baggage.

Get in touch

Financial advisors

Give your clients a tool to take control of their money, plus an exclusive discount only you can offer.

Coaches & educators

Recommend Waypoint Budget to the people you teach and hand them a real discount from day one.

Businesses & marketplaces

Offer Waypoint Budget to your members or customers as a financial-wellness perk in your lineup.

Good for them, clean for you

Your clients get a real discount, and you get to recommend a tool you trust without any of the usual strings.

Your clients save

25%off their first year

Anyone who signs up with your code gets 25% off their first year on an annual plan.

No referral fees

$0to disclose

We don't pay advisors to recommend Waypoint Budget. No disclosure headaches and no compliance sign-off, just a tool you can stand behind.

Coming soon

An advisor view, in the works

See your clients' budgets and overall financial health in one place, so Waypoint Budget helps you support them day to day. Want to help shape it?

Get in touch

How it works

1

Reach out & get your code

Tell us who you'd recommend Waypoint Budget to. We'll set you up with your own discount code.

2

Share it with clients

Your clients sign up on the web with your code and get 25% off their first year.

3

They get the discount

The 25% comes off automatically at checkout. No fee changes hands, so there's nothing for you to disclose.

Recommend something you stand behind

Waypoint Budget is a tool the people you refer will actually keep using.

Private and secure

Bank-level security and PIPEDA compliant.

Built for the US

Tracks 401(k), IRA, and your tax-advantaged accounts.

Solo or together

Works for individuals and couples sharing one budget.

No ads

We make money from subscriptions, so your data is never sold or shared.

Want to offer Waypoint Budget to your clients?

Get in touch and we'll set you up with your own discount code. No cost, no commitment.

Get in touch

By participating you agree to our referral terms.

Frequently asked questions

Do you pay advisors a referral fee?
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No, and that's on purpose. A recommendation means more to your client when there's no fee sitting behind it, and it keeps you clear of disclosure and outside-compensation steps. Instead, your clients get an exclusive discount and you get tools to help you serve them.
What do my clients get?
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Anyone who signs up with your code gets 25% off their first year on an annual plan.
I'm a regulated advisor. Is this allowed for me?
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Because there's no compensation to you, there's nothing to disclose as outside referral income. You're simply passing an exclusive discount to your clients. As always, follow your own firm's rules on recommending third-party tools.
What's the advisor view?
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It's a view we're building that lets you see your clients' budgets and overall financial health in one place, so Waypoint Budget helps you support them day to day. It's in development. Get in touch to be among the first to try it.
Do signups on the iPhone app count?
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The discount is applied at web checkout, so point your clients to the website to sign up. Subscriptions purchased through the Apple App Store cannot apply the code.
Is there a cost or a commitment?
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No cost to join. There's no commitment and no exclusivity, and you can stop any time.