Join thousands of other financial advisors who are using our tools and training system.
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 Training Webinars
- On-Demand Tutorials
- Monthly Coaching Calls with Company Founder
- 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?
The software runs on Window, macOS, iOS, Android, the Internet and most mobile operating systems with data synced via our cloud server.
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 $289 per year.
Will I be automatically charged when my trial is up?
No, a credit card is not required to start a free trial.
What if I have more questions?
Contact us by phone at 321-369-9470, email at [email protected], or through our online contact form.