MoneyTrax offers a 30-day money-back guarantee
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Subscription Pricing
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Trial
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try it for free
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$0
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free access for 14 days
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Trial Software subscription
Kick-start & PAC Courses
+Everything w/PRO Subscription
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No credit card required
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New
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for new members
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$999
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to start & then $99 per month
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Software subscription
New Member Success Coach
New Member Success Coach
Kick-Start & PAC Courses
Essentials Coaching Course
+Everything w/PRO Subscription
+Everything w/PRO Subscription
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First payment is $999, and then $99 per month on-going
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Returning
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for expired members
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$299
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to re-start & then $99 per month
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Software subscription
Kick-Start & PAC Courses
+Everything w/PRO Subscription
Kick-Start & PAC Courses
+Everything w/PRO Subscription
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First payment is $299, and then $99 per month on-going
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Click here to review +Everything included with PRO Subscription
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Circle of Wealth® Subscription
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Join a community of financial advisors and a company committed to helping you master the tools and skills necessary to achieve your business goals related to providing financial services at the highest level.
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Presentation Software
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Client centered software runs on most PC & mobile operating systems with data synced between all
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Coaching & Training
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Subscription includes
embedded training, live coaching, online webinars, podcasts & more
embedded training, live coaching, online webinars, podcasts & more
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Client Process
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A proven, repeatable process that will get the client to take action each & every time
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Key Features
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- Intuitive Presentation Software (learn more):
- 100+ presentations with presenter notes
- Space-bar-simple show and tell architecture
- A unique single screen presentation showing a family’s entire financial anatomy
- Powerful retirement readiness presentation
- In-depth financial forecasting and reporting program
- Custom builder tool to assemble your own presentations
- Coaching and Training to ensure your success (learn more)
- A proven, repeatable Client Process
- Scripts for every screen including key questions to deliver an effective presentation
- Marketing Resources to support your online presence and build your trusted brand (learn more)
- Success Team available to answer questions and offer coaching
- A Community of Thousands of successful advisors
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Financial Forecasting Tool to Prove Your Recommendations
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Set yourself apart by educating, not selling, your clients and prospects on their overall financial picture
and how your recommendations benefit their long term financial goals.
and how your recommendations benefit their long term financial goals.
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If what you thought to be true, turned out not to be true, when would you want to know?
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"I now use COW on virtually every client. This came at the perfect time for me. I've really enjoyed the training I received. These sessions have been very interesting and they also serve to help me to connect in this time of quarantine. Kudos to all at MoneyTrax, keep up the good work."
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Ed B, CT
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“I just bought the system and even tho’ I fumbled my way thru my first presentation, they loved the concept and the 4 presentations I used were SO GOOD!”
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John W, OR
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"Doors are opening and my clients are benefiting from the knowledge I have gained. My business is dramatically different from when I was first introduced to COW. My business looks nothing like it did just 12 months ago. Through COW I am better at communicating with my clients at a higher level and helping to change their beliefs. My only regret is I didn't seek you out sooner."
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Frank N, CA
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“I thought I already had a spectacular retirement practice. Circle of Wealth® is going to redefine everything I do and know to a level I never imagined!”
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Kathy C, MI
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"The Circle of Wealth® can help you get through the environment we are currently navigating.I believe in my heart that the Circle of Wealth® family and tools can help you get through the environment we are currently navigating."
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Matt R, MI
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“Circle of Wealth® gives me the ability to discuss eye-opening concepts to my clients. It has given me confidence to know that I can add value to anyone that I meet. Consequently, my business has grown exponentially. I have been in the business for over 36 years and am confident that my best years lie just ahead.”
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Wes W, TX
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"You have helped me and my clients. Yesterday, one of my clients thanked me profusely. And was very interested in taking money out of his HELOC after I told him about what I learned on yesterday’s call. This client actually quoted me by saying, "you found money for me without changing my lifestyle.” He and other clients appreciate the wisdom I have learned and shared."
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Susan E, CT
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Money-back Guarantee
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MoneyTrax offers a 30-day money-back guarantee, so you have nothing to lose and everything to gain by starting a subscription. Simply contact our Member Support Team anytime within your first 30-days to request a full refund.
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Circle of Wealth® system by MoneyTrax
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321-369-9470 | moneytrax.com