Money Coaches,
It's Time to Own Your Budgeting Platform
No more spreadsheets or referring your clients to external budgeting applications. Generate passive income with your own customized & branded platform.
Here's Why Our Money Coaches Love Tandem
Tandem was built by money coaches, for money coaches. While there are many reasons coaches love Tandem, here are the top reasons coaches choose to implement our software into their coaching business:
Passive Income Generate monthly reoccurring subscription income from your users with our revenue sharing Pricing Model.
Elevated Branding As a money coach, nothing is more important than your brand! Generate income without pushing someone else's product.
Email List Growth Rapidly grow your email list with a lead magnet your audience can’t help but sign up for.
Client Retention Get 'sticky' clients. When your clients’ financials live on your website, they can’t help but keep coming back.
Enhanced Communication No more emails & shared online folders. Communicate & share files with your clients right from the platform.
Advanced Insight No more screensharing or screenshots. Manage your users, see their progress, and propose changes to their financials right from your platform.
The Tandem Coaching Experience
Trust us, it hits different! Get an inside look at how Tandem can take your coaching business and your income to the next level
Financial Clarity
Tracking Tools
No more guessing for your clients when it comes to money. Right from their dashboard, your clients will see their:
- Financial Position.
- Instant insight into where you stand with your assets and liabilities at a snapshot in time. Quickly determine which assets are working hard, and what debts need to be taken care of.
- Recent Spending.
- See the source of every dollar that comes in the door as income and every dollar that goes out the door as investments or expenses. The ability to import transactions turns this normally tedious task for your client into a quick and easy process.
- Spending Plan
- Using insight from their recent cash flow summary and their vision and goals, your clients can create a prioritized spending plan for a future time period. With your guidance, your clients' goals will systematically get crushed.
Goal Tracking
Set, Track, and Crush Goals
What good are your client's money goals if you have no way of tracking their progress? Help them chase down their vision with SMART goals.
- Different Timelines.
- Set short-term, mid-term, and long-term goals.
- Track Completions.
- Stack up successful goal completions to gain financial momentum.
- Visualize Progress.
- Use 'Track my Progress' for both you and your client to see how close they are to reaching their goals
Future Planning
Compounding Calculators
Take the guesswork out of paying off debt and investing. Both you and your clients can quickly run numbers for their specific circumstances and goals.
- Debt Payoff
- Visualize the savings of snowballing down debt
- Investment
- Witness the power of the 8th Wonder of the World
- Debt vs. Invest
- Pay off debt or invest? See what the numbers say!
Pricing Models
Choose the best option for the growth of your business