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For financial planners, CDFAs, accountants, valuators and insurance advisors

Clients who come with their disclosure started.

FairWell's financial disclosure checklist and support calculators get people organised before they look for help. When they find you, the first meeting is about options, not paperwork.

Flat fees only. No per-lead charges, no referral fees, no share of your fees. Credentials checked against your regulator's or association's public register.

We hear you

What gets in the way today.

Paperwork first

The first hours go on finding statements, not giving advice.

Explaining what you do

CDFA, CBV, CPA: most people do not know which they need.

Working with lawyers

Your profile should show how you work alongside lawyers and mediators.

What a Professional profile gets you

A listing gets you found. A Professional profile gets you chosen.

1

Get found first

Priority placement in your city, the gold Professional badge, and a Book a consultation button on your profile and directory card.

2

Look like the obvious choice

A premium profile with your approach, your story and your credentials front and centre. Verified by FairWell.

3

Publish and get read

Guides written with our editors, published under your name, shown on your profile, with a share kit for LinkedIn and your website.

4

See it working

A private dashboard with your profile views, clicks and enquiries every month.

Built for your work

What your profile shows.

  • What you help with. Settlement modelling, income for support, pensions, business valuation, tax and insurance.
  • How you are engaged. Neutral, for one spouse, or as part of a collaborative team.
  • Designations. CDFA, CFP, CPA, CBV and more, with the issuing body.
  • Paid bookings. Sell fixed-fee consultations on your profile.

Follow your regulator's advertising rules. FairWell profiles show only what you approve, never testimonials or ratings.

Write for FairWell

Guides people like yours are looking for

A few topics professionals in your field could write. Bring your own, too.

What a divorce financial analyst doesHow pensions are valued and dividedIncome for support when you are self-employedInsurance to secure support payments

How guides work

Plans and pricing

Flat fees, priced for your profession.

Plus applicable taxes. Same price in CAD and USD. .

Listed

A full, verified profile that answers clients' first questions for you.

Free

No card needed

  • Full profile: bio, photo, focus areas, credentials, fees and every contact link
  • Verified badge after the credential check
  • Enquiries forwarded to you by email
  • A private link to update your profile any time
  • Publish a guide for $49
Claim your free profileUpgrade any time.
Get chosen

Professional

The premium profile, priority placement and published guides under your name.

$99 / month

  • Everything in Listed
  • Premium profile: gold Professional badge, your method and story front and centre
  • Book a consultation button on your profile and directory card, linked to your own calendar
  • Priority placement in your city, above free and unclaimed profiles
  • One guide a quarter written with our editors and published under your name, with a share kit
  • Performance dashboard: profile views, clicks and enquiries every month
  • Enquiries with the client's short summary, when they choose to share it
Start ProfessionalSecure checkout by Stripe. Cancel any time.
Lead your city

Partner

Top placement in your province or state and a guide every month. Three Partner places per profession in each city.

$299 / month

  • Everything in Professional
  • One guide a month under your name
  • Top placement in your province or state
  • Firm Intake: branded client intake, set up for your kind of practice (law firm, clinic, brokerage, financial or mediation practice)
  • Monthly performance report by email
  • One co-hosted online session a year, promoted to FairWell's email list
  • Quarterly profile refresh help
Start PartnerSecure checkout by Stripe. Cancel any time.

Founding members: the first 50 Professional or Partner members in each province or state save 25%, for as long as the membership continues. Enter FOUNDING25 at checkout. Flat fees only: no per-lead fees, no referral fees and no share of your fees. Paid placement is labelled as a premium listing wherever it appears.

Publish more

Your expertise, in front of people who need it.

Every guide is edited by our team, published with your byline, shown on your profile, and comes with posts and a badge ready to share. Your sharing brings readers to your guide, and your guide brings them to you.

Add-on

Content Plus $29 / month

One extra guide every month, on top of what your plan includes. For Professional and Partner members.

Add Content Plus

One-off

One extra guide $49

Publish a single guide whenever you have something to say. Open to every member, including free Listed profiles.

Book a guide

Included

Your plan's allowance

Professional: one guide a quarter. Partner: one guide a month. Teams of 5 or more: one extra team guide a month. How guides work.

Firms, brokerages and clinics

Put your whole team on FairWell. Pay less per person, get more as a business.

Professional seats for 2 to 25 people on one subscription. The bigger the team, the lower the price per seat, and your firm gets its own page.

A team pageYour logo, who you are, every member, and a link to your own website or official listings.
Team badgeOn every member's profile and directory card, linking to your team page.
Featured team spotWith 5 or more seats, your team is featured when clients look in your city and profession.
One extra team guide a monthWith 5 or more seats, shared across the team.
Firm Intake includedWith 5 or more seats: your own branded client intake, set up for your kind of business. Usually $199 a month.
One invoiceAdd or remove seats any time. Members can be in different cities.

Price your team

Start your team plan

More than 25 people, or want a Partner seat for the firm? Email us.

Refer a colleague

You both get a month free.

When a professional you refer subscribes to a paid plan, you both get a month free. Your referral link is in your dashboard.

Open my dashboard
Questions

Common questions

Do clients really arrive organised?

Many FairWell users start with the financial disclosure checklist and the support calculators. They can bring that work to you.

Can our firm join as a team?

Yes. Team seats start at 2 people, cheaper per seat as you grow, with a page for your firm.

Start free. Upgrade when you are ready.

Claim your free profile in about ten minutes. Move to Professional any time.