Join thousands of other financial advisors who are using our tools and training system.
Monthly
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+ $500 One-Time Start Up Fee
Yearly
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+ $500 One-Time Start Up Fee
MoneyTrax offers a 30-day money-back guarantee with no membership contracts required.
Want to test drive the tools for 14 days? Start a free trial
Returning Member? We’d love to have you back! Restart your subscription
Every Plan Includes:
Software Features
- Unlimited Contacts, Case Files, Reports
- Personalized Branding Options
- Client Communication Profile Portal
- Custom Presentation Builder
- Contact Activity Tracker
- Illustation Import Capabilities
- USA and Canada Compatible
- Software and Browser Versions
- Windows, macOS, IOS, & Android
Presentation Modules
- Personal Economic Model
- 3 Types of Money
- Impact of Taxes
- Market History
- Private Reserve Strategy
- Mortgage Planning
- Income Game
- History of Inflation
- 10 Minute Lesson on Life Insurance
- Allocation Mix
- Annuity Overview
- Reverse Mortgages
- Estate Planning
Financial Calulators
- Retirement Ready or Not
- Spending Game
- Account Comparison
- Social Security
- Sequence of Returns
- Opportunity Cost
- Life Expectancy
- Wealth & Income Potential
- Life Insurance Needs Analysis
- True Cost of Financing
Resources
- 10 Step Client Process Guide
- Done For You Marketing Videos
- Presentation Scripts
- Door Opener Conversation Starters
- 4 Questions Flyer
- Sample Document Library
Training & Support
- Weekly Basic Training Webinars
- On-Demand Tutorials
- Roundtable & Case Study Webinars
- Phone and Email Support
- Dedicated In-House Support Team
What Happens After You Join?
We know making a decision like this is a big step—and we want you to feel fully confident that you’re supported from day one. Here’s exactly what you can expect once you become a member of the Circle of Wealth® community:
Immediately
You’ll receive a welcome email with your login credentials and a clear list of recommended next steps to help you hit the ground running.
Within 24 Hours
Expect a personal phone call from our founder, Don Blanton, welcoming you to the Circle of Wealth® and offering valuable insights to help you make the most of your membership.
By Day 3
Our in-house support team will reach out by phone to answer any questions and ensure you’re fully supported as you get started.
Ongoing Learning & Support
- Complete your on-demand Get Started course at your own pace.
- Join our weekly live training webinars designed specifically for new members.
- Participate in monthly member webinars, including:
- Time with the Founder – Insights and inspiration directly from Don Blanton
- Case Study Webinars – Real stories and strategies shared by fellow members
- Roundtable Webinars – Deep dives led by our expert executive coaching team
Continue Your Growth
Take your skills further by signing up for optional paid coaching programs and in-person training events—tailored to help you grow your confidence, your business, and your impact.
Common Questions
Can multiple users share a subscription?
Circle of Wealth® is licensed to individual “producers” and each “producer” using our system must have their own subscription. For teams of 5+, we do offer group plans (details).
What are the Circle of Wealth® system requirements?
What are the subscription fees?
What is your cancellation policy?
Yes, simply contact our support team to request a cancellation. If you are within the first 30 days of your initial purchase, we will issue a full refund. After 30 days there are no refunds.
Do you offer discounts?
Yes, if you pay annually the cost is discounted $229 per year.
Will I be automatically charged when my trial is up?
What if I have more questions?
Contact us by phone at 321-369-9470, email at [email protected], or through our online contact form.