12 monthly payments of $375 ($4500)

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Trusted Advisor of Choice (monthly)

You've made an amazing choice to elevate your relationship-based advising!

By selecting to purchase by instalments, you will receive:
  • modules released each month for 1 year
  • 29 bite-sized video lessons
    - eligible for CE credits* 
  • live group coaching sessions
    - eligible for 1 CE credit* each
  • downloadable conversation guides and tools
  • exercises to help embed skills
  • client engagement handouts and worksheets

Please note this is not a subscription. It is a commitment to building your business, with this option to disperse payments monthly. 

If you would prefer to make a one-time payment of $3995, please go here.


  • Please select 'Subscribe to our email list' to allow us to send information and updates to you.
  • After registering, you will receive an email regarding login. Please check your 'junk' or 'spam' folders, if you do not see this email within an hour.
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  • We will charge your payment method for 12 consecutive months.
  • Access to the program will be for 1 year from registration.
  • Your registration for this program is individually tailored. 
    Please do not share your login information.
If you have any questions, please reach out to us here.
Lets get going to elevate your practice, together! 

Dr. Amy's Trusted Advisor of Choice program has been granted 8.5 credits by CFP Board. An additional 1 credit has been granted by CFP Board for each optional Trusted Advisor of Choice Live Group Coaching Session, up to a total of 8 additional credits.