For creators & influencers

Your audience trusts you with their money questions. Hand them the answer.

Behind every personal finance search is one real question: am I actually okay? Most people never get it answered, because everywhere they look is trying to sell them something.

A creator community on Savology answers it instead. A free report card under your brand, graded in about three minutes, with a personalized plan behind it.

Start a creator conversation Try the report card yourself
The Savology report card your audience receives, with an overall grade and letter grades across their financial life Your brand, start to finish A− Their answer, in 3 minutes

What your audience gets

All of it free, for every member of your community, for as long as they use it. This is what you are actually handing them.

Free

A report card, not a quiz

Graded across their whole financial life in about three minutes. No credit card, no documents, no account linking.

Next steps

A plan that says what to fix first

Every grade produces action items in priority order, so nobody is left holding a score and wondering what to do about it.

Coming back

A reason to return

Grades move when they act on the plan. They can work an item, run the report card again, and watch the letter change.

Keep learning

Modules and lessons, included

Nineteen planning modules and eighteen literacy courses, open to every member at no cost.

Followed up

Email that knows their grades

Written from their own report card and what they have done since, under your brand. Nobody is graded once and forgotten.

Their call

Nothing moves without their consent

Nobody is introduced to a coach or advisor without their consent. Each introduction goes to one well-vetted professional, with no obligation, and your community is never handed over as a list.

What a creator community is

Your brand

Your own community, your invite link

Not a referral link to our site, an organization of your own on the platform. Your audience arrives through your link into an experience that carries your identity.

Their answer

Every follower gets graded, free

Retirement, savings, insurance, debt and estate, all graded, with the plan behind it. Free to them, and free to as many of them as show up.

Your content

Your work, routed by their grades

Action items point members to resources. In your community those can be your guides, your videos and your recommendations, arriving at the moment of diagnosed need instead of hoping the right reader finds the right post.

The three-minute walkthrough

This is what your audience sees.

A live creator community: The College Investor's co-branded survey, their masthead over our engine, ending on the report card. Your community carries your name the same way, from the first screen to the finished grades.

1

Your masthead from the first screen

About three minutes, tap-only answers, your audience taps through under a brand they already trust: yours.

2

Every member leaves with grades and a plan

A full report card, A to F, plus a personalized plan. You see it too: every member's grades and progress, and your community's grade profile as a whole.

3

Then it runs your process

The survey and report card are just the beginning. Your content fills the education library, custom action items you define carry your recommendations, and triggers route members to the right resource, yours, at the moment of diagnosed need.

The College Investor's co-branded Savology report card survey: the creator's masthead above Savology's three-minute survey
Your brand, our engine

The app they come back to

The report card is the first visit. Their plan, modules and lessons live in the app, with your logo beside ours.

The advisor tags below appear only for communities that want introductions. Yours can run without them.

The Savology member dashboard co-branded Savology plus the member organization's logo, showing next steps, My Plan, Modules, Literacy and reward stars
Next steps sit first. Every one of them is an action item their own grades produced, and your articles can attach to the ones they belong to. Swipe the screenshot sideways to read the rest.

Your community does not go quiet

Most tools grade somebody once and never speak to them again. Savology keeps working on your members by email, and every email carries your brand rather than ours.

What sends is decided by two things: their report card, and their progress since. Their weakest grades, the items they finished, the grades that moved.

Every three days

A rhythm, not a blast

One email at a time, never more than one a day, and each one sent only once. You set the spacing on your own community.

From their grades

Written from their own report card

Their weakest grades decide what comes next. No will yet means the guardianship nudge. No cushion means the emergency fund.

From their progress

A grade moving is news

Members hear about it when a grade rises or falls. So does a jump in net worth, a newly connected account, or a change in credit score.

Six and twelve months

Progress reports that bring people back

Their grades now against their grades then, and what they finished in between. This is the email that wakes a quiet member up.

Always more

Modules, lessons and your articles

Planning modules and literacy courses sit alongside the plan. Your own articles attach to the action items they belong to.

Your call

Nothing sends that you have not agreed to

The cadence, the providers and the introductions are all settings on your community. Turn any of them down or off.

What you can see

Your community comes with its own admin. You see every member's report card and progress, and the community as a whole, so you know who needs what next.

The Savology organization admin dashboard, showing user administration, an average member grade metric and the organization's unique sign up link
Each member

Every member's grades and plan

Open anyone in your community to see their report card, their plan and what they have done since, so you can reach the right people first.

Who joined

Started, finished, still going

Completed and incomplete accounts, invitations sent and accepted, and the trend across quarters.

What they did

Action items, modules, lessons

How many action items and activities your members have completed, and how far they have got through the modules and courses.

Your door

One sign-up link that is yours

A link and a QR code to hand your audience. Everyone who arrives through it belongs to your community.

You are the contact

This is the part most platforms get backwards. Your members joined because of you, so inside the app the firm on their plan is you, not us.

Your name

Your firm on their plan

Members see your name, your logo and the contact details you give us, with your plan described as provided by you.

Your link

Schedule a call goes where you say

Point it at your own calendar, your newsletter, your community, or nothing at all. You pick the destination and you can change it later.

Still yours

Introductions do not replace you

A member who wants an advisor is introduced to one. You stay the name on their plan and the contact for your community.

Keep your promise to every follower, not just your buyers

Your content promises help to everyone it reaches. Only some of them will ever buy your course, join your paid tier or fit your sponsor. The rest are not a failure of your marketing. They are just not your customer.

They are, though, somebody's ideal client. Savology matches them with the products and services they need, and with a marketplace of coaches and advisors who are looking for exactly them. You share in it when we do.

Products

Deeper tools for the ones who want more

The report card and plan stay free. Members who want account aggregation, credit monitoring or human help can upgrade to a paid Savology tier.

Services

The provider they actually needed

Term life, disability, an estate plan, a better refinance. Vetted providers, ours or your own affiliates, sit inside the plan at the moment a grade says they are needed.

Introductions

A marketplace of coaches and advisors

Every coach and advisor on the platform serves a different kind of client. Your follower is introduced to the one whose ideal client they are.

Your ad dollars

Spend that reached the wrong follower still earns

Every campaign pulls in people who will never buy from you. Here they earn anyway, so part of what you spent to reach them comes back to fund the next one.

Your creative time

One piece of content, working on everyone

You made the video once. Now it serves the whole audience it reached, not just the slice that buys, and the platform does the follow up you never have time for.

Introductions happen only with your say-so and each member's consent, only where we see a real need and a good fit, never to more than one well-vetted, qualified professional, and with no obligation. Your audience is never sold as a list.

Three ways a community pays you

Every creator partnership shares revenue. Pick one model or combine all three. The split is set in the partnership conversation, and nothing is switched on that you have not agreed to.

Upgrades

A share of every upgrade

The report card and plan stay free. Members who want more can move up to Savology Essentials or Savology Elite, or add human help from a Savologist™, an fpGuide™ or a CERTIFIED FINANCIAL PLANNER® professional. You share in every upgrade your community buys.

Providers

Our providers, yours, or both

Action items recommend providers: accounts, insurance, refinancing, estate documents. Run our provider list, bring your own affiliate relationships, or mix the two. Either way the revenue those recommendations earn is shared.

Prospects

Advisor introductions, if you want them

Only with your say-so and each member's consent. A prospect is not a lead: exclusive to one well-vetted advisor, never resold, and arriving with a report card they built themselves. You share in every one.

Introductions come in three tiers, and the tier sets the value. Each happens only where we see a real need and a good fit, with no obligation on the member.

  • DQP, a Digital Qualified Prospect: finished their report card and can be reached by email. Digital describes the contact. Nobody was disqualified.
  • MQP, a Marketing Qualified Prospect: the same, plus a phone number the member gave, so an advisor can call.
  • SQP, a Sales Qualified Prospect: booked a free consultation with an advisor themselves.

Your content, inside the platform

A creator community is not our platform with your logo on it. Your branded content sits inside the resources members are sent to, so the experience stays consistent with everything else you publish.

Your resources

Your branded content in our resources

Your guides, videos and recommendations go into the library under your brand, alongside ours or instead of them. A member who follows an action item lands on you, not on a stranger.

Custom content

Custom content for every module and course

The platform holds 19 planning modules and 18 literacy courses. We can create custom content for any module or course your community uses, in your voice and with your examples. Custom work is priced separately.

What it costs

The report card and the plan are free for every member, always. You are paying for the organization, not for your audience.

Your members
Freealways

However many of them arrive. Nothing about the report card, the plan or the lessons is ever charged to your audience.

Your organization
$200/mo

One per creator. Your brand, your providers, your articles and your members.

Each additional
$150/mo

For a second audience you want kept separate. The same list an advisory firm pays, because it is the same platform.

Custom content for a module or course is priced separately. The revenue split is set in the partnership conversation.

Why creators do this

Serve before you sell

The report card gives personal value with no purchase attached, a different trust transaction than an affiliate wall, and your audience can tell the difference. Recommendations still happen; they just arrive deserved.

Know what your audience needs next

You see every member's grades and your community's grade profile as a whole. That is an editorial calendar written by your readers' actual financial lives instead of guesswork.

Your audience stays yours

Your community is never handed over as a list. Whether introductions happen at all is your call, and each one takes the follower's own consent and goes to a single coach or advisor, one member at a time.

Built deliberately, shared properly

We launch a small number of creator communities on purpose, each with a revenue model built from the three above. A community that is genuinely valuable to your audience is worth building properly, and worth sharing in.

See the three revenue models ↑
Start a creator conversation
Original research

The State of Household Finances

We graded 58,406 households across every part of their financial lives. More than half have none of the seven basic estate documents, and the least-prepared households are not the poorest ones.

Read the report Download the PDF
Who runs Savology

Savology is run by Brian Case, CFP®, a CERTIFIED FINANCIAL PLANNER® professional with three decades in the industry. He built and sold his own advisory practice before taking over Savology.

He still holds his CFP®, so the awkward part of any creator partnership, what may be said about money and with what disclosure, is a short conversation rather than a legal review.

More about the company Brian on LinkedIn

Common questions

What does Savology offer financial creators and influencers?

Your own branded community on the report card platform. Your audience arrives through your invite link, gets a free report card in about three minutes plus a personalized plan, and your content can be attached to the action items their grades produce. Your audience stays yours, and nothing happens with them that you have not agreed to up front.

What does it cost my audience?

Nothing. The report card and financial plan are free for every member of a creator community: no credit card, no documents, no account linking. What you are promoting is a genuine gift, not a pitch.

How do creators earn from it?

Three ways, in any combination. A share of the upgrades your members buy: Savology Essentials or Savology Elite, and human help from a Savologist™, an fpGuide™ or a CERTIFIED FINANCIAL PLANNER® professional. A share of provider revenue, whether the recommendations are our providers, yours, or a mix of the two. And a share of advisor introductions, if you allow them. Every introduction is exclusive to one advisor, and they come in three tiers: Digital Qualified Prospect (DQP), Marketing Qualified Prospect (MQP) and Sales Qualified Prospect (SQP). The split is agreed in the partnership conversation, and the starting point is always the same: the community has to be genuinely valuable to your audience first.

What about followers who will never buy from me?

That is most of any audience, and it is where Savology earns for you. Your content promised them help, and the platform keeps that promise: paid Savology tiers for the ones who want deeper tools, vetted providers when a grade shows a need, and, with your say-so and their consent, an introduction through our marketplace of coaches and advisors to the one whose ideal client they are. The ad dollars and the creative time that reached them earn instead of going to waste.

What do DQP, MQP and SQP mean?

They are the three tiers of advisor introduction, and the tier sets the value. A Digital Qualified Prospect (DQP) finished their report card and can be reached by email. Digital describes the contact, and nobody is disqualified. A Marketing Qualified Prospect (MQP) also gave a phone number. A Sales Qualified Prospect (SQP) booked a free consultation with an advisor themselves. Introductions happen only with your say-so and the member's own consent, only where we see a real need and a good fit, never to more than one well-vetted, qualified advisor, and with no obligation.

Can our own content live inside the platform?

Yes, and that is the point. Your branded guides, videos and recommendations sit inside the resources your members are sent to, alongside ours or instead of them, so the experience stays consistent with everything else you publish. We can also create custom content for any of the platform's planning modules and literacy courses, in your voice and with your examples. That is custom work, and it is priced separately.

Can I see how my audience is doing?

Yes. You see each member’s report card, plan and progress, and the grade profile of your community as a whole, which tells you what your audience actually needs next from your content and who to reach first.