Financial Snapshots Affiliate Partners

Support your clients’ End of Life Financial Readiness

A practical framework you can offer clients to help organise their financial life — bringing clarity, calm, and confidence to the people they leave behind.

Apply to become an Affiliate

This is not a conversation about death.
It is an act of care.

End of Life Financial Readiness extends financial planning beyond wealth accumulation and retirement — toward ensuring loved ones are not left navigating confusion during an already difficult time.

While a Will manages legal distribution, families often struggle with the practical realities immediately following a loss: locating accounts, understanding finances, and knowing what matters most.

The Financial Snapshot helps transform uncertainty into clarity.

It is preparation made practical.

Frequently Asked Questions

  • The Financial Snapshot is a guided system that helps individuals create a clear, structured summary of their financial life in one place.

    It supports a simple four-step approach:

    Gather → Summarise → Store → Share

    A manageable process designed to help clients prepare without feeling overwhelmed.

    Developed by Financial Coach and Accountant Amanda Edwards, it complements — rather than replaces — professional advice.

  • End of Life Financial Readiness helps clients:

    • organise essential financial information

    • reduce stress for executors and families

    • avoid lost or overlooked assets

    • experience peace of mind through preparation

  • Designed for professionals supporting life planning

    For Your Clients

    • Practical financial organisation

    • Greater preparedness for families

    • Reduced confusion during difficult times

    • A sense of calm and completion

    For You

    • Adds meaningful value to your service

    • Supports estate and planning conversations

    • Strengthens client trust

    • No administration required

    • Ethical, low-effort referral model

    • Apply using the online form

    • Receive approval and your unique referral code

    • Introduce Financial Snapshots to appropriate clients

    • Clients receive 10% discount

    • You receive £10 per completed purchase

    • Monthly sales reporting

    • Quarterly commission payments

    • No minimum referrals

    • No ongoing commitments

    Simple and transparent.

  • Financial Snapshots are commonly introduced by:

    • Financial Coaches

    • Financial Advisors

    • Will Writers

    • Estate Planners

    • Solicitors & Lawyers

    • Later-life planning professionals

Apply to become an Affiliate

Click on the button to apply online.
Once approved, you will receive your affiliate code and guidance for introducing Financial Snapshots to clients.

Apply to become an Affiliate