PLANS & PRICING
Everything you need to build stronger client relationships in one platform.
Core
SELF-GUIDED ADVISOR
$197/mo
Billed Annually
The Passport Package™ (Patent Pending) Customized
Use of Your Expansion Passport® & Your Walkaway Passport® on your website
Assessments and reports customized with your firm logo
120 assessments included per year
Deployment Tools for an Easy Rollout
Resource Guide
Communication Guide
Phone Scripts
Pre-written emails for clients and employer-sponsored markets
Fully developed white-labeled workshops and presentation notes
Data & Analysis
Customized data dashboards
Benchmark of data
Ongoing Support & Coaching
Annual strategy call with C&J to support your success
Access to quarterly group workshops on resources & strategies
Quarterly 1-on-1 coaching call with C&J
Firm-wide assessment team grid exercise + coaching with your team
Plus
ADVISOR + COACHING
$297/mo
Billed Annually
The Passport Package™ (Patent Pending) Customized
Use of Your Expansion Passport® & Your Walkaway Passport® on your website
Assessments and reports customized with your firm logo
300 assessments included per year
Deployment Tools for an Easy Rollout
Resource Guide
Communication Guide
Phone Scripts
Pre-written emails for clients and employer-sponsored markets
Fully developed white-labeled workshops and presentation notes
Data & Analysis
Customized data dashboards
Benchmark of data
Ongoing Support & Coaching
Annual strategy call with C&J to support your success
Access to quarterly group workshops on resources & strategies
Quarterly 1-on-1 coaching call with C&J
Firm-wide assessment team grid exercise + coaching with your team
Elite
ADVISOR + COACHING + TEAM
$397/mo
Billed Annually
The Passport Package™ (Patent Pending) Customized
Use of Your Expansion Passport® & Your Walkaway Passport® on your website
Assessments and reports customized with your firm logo
500 assessments included per year
Deployment Tools for an Easy Rollout
Resource Guide
Communication Guide
Phone Scripts
Pre-written emails for clients and employer-sponsored markets
Fully developed white-labeled workshops and presentation notes
Data & Analysis
Customized data dashboards
Benchmark of data
Ongoing Support & Coaching
Annual strategy call with C&J to support your success
Access to quarterly group workshops on resources & strategies
Quarterly 1-on-1 coaching call with C&J
Firm-wide assessment team grid exercise + coaching with your team
One-Time Setup Fee
$2700*
Includes everything you need:
Initial strategy call with the C&J team
Support for submitting the assessments for compliance approval
Coaching session for a customized roll-out plan
Custom-labeled with your brand:
- Assessments
- Reports
- Data Dashboards
- Workshops
- Annual Recap
- Partner Recap
*per brand/label
Optional Platform Add-Ons
Advanced Technical Support $125/hr
Strength Stacking™ workshop, PRINT® and/or Kolbe® sessions for you and your team – Pricing Available Upon Request
We’re on the Map!
Proudly featured on Kitces Financial AdvisorTech Solutions Map
Need help choosing a package?
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Frequently Asked Questions
How long do the assessments take?
On average, it takes less than five minutes.
What's the difference between the two assessments?
- Your Expansion Passport® is for those under the age of 45.
- Your Walkaway Passport® is for those over age 45.
What are the benefits of using The Passport Package™ with clients and prospects?
- The passports are an easy way to add value beyond the financial realm to encompass all areas of life.
- It helps build relationships, support retention, increase referrals, and grow revenue.
- It provides data to drive marketing and messaging to attract more of your ideal clients.
How do advisors use these assessments in their business?
- They’re great for use with prospects before an initial meeting.
- It’s also recommended to use them annually with clients to see which areas are improving and where additional focus is needed.
- Some advisors use them in workshops with prospects.
Are they white-labeled for my business?
Yes! You can put the assessments on your website and the reports include your branding and compliance language.
What else is included in The Passport Package™?
- Custom data dashboards, along with quarterly reports.
- Access to fully developed workshops.
- Client and prospect tools.
- Strategy and coaching calls.
