Subscription Pricing
MoneyTrax offers a 30-day money-back guarantee
try it for free
free access for 14 days
Trial Software subscription
Kick-start & PAC Courses
+Everything w/PRO Subscription

No credit card required

for new members
to start & then $99 per month
Software subscription
New Member Success Coach
Kick-Start & PAC Courses
Essentials Coaching Course
+Everything w/PRO Subscription

First payment is $999, and then $99 per month on-going

for expired members
to re-start & then $99 per month
Software subscription
Kick-Start & PAC Courses
+Everything w/PRO Subscription

First payment is $299, and then $99 per month on-going

Click here to review +Everything included with PRO Subscription

Circle of Wealth® Subscription
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.
Presentation Software
Client centered software runs on most PC & mobile operating systems with data synced between all 
Coaching & Training
Subscription includes
embedded training, live coaching, online webinars, podcasts & more 
Client Process
A proven, repeatable process that will get the client to take action each & every time
Key Features
  • 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
  • Community of Thousands of successful advisors

Financial Forecasting Tool to Prove Your Recommendations
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. 
If what you thought to be true, turned out not to be true, when would you want to know?
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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!” – John W, OR

“Don Blanton and Circle of Wealth® will change my future and my client’s future. It has changed my belief system!” – Paula A, FL

“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!” – Kathy C, MI

“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 thanks to MoneyTrax my best years lie just ahead.” – Wes W, TX

Money-back Guarantee
MoneyTrax offers a 30-day money-back guarantee, so you have nothing to lose and everything to gain but starting a subscription. Simply contact our Member Support Team anytime within your first 30-days to request a full refund.  

Circle of Wealth® system by MoneyTrax

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