Share the wisdom of Invest Better Spend Smarter with your friends and family by sending them the free gift of our “15 Essential and New Rules to Manage ALL Your Money” (a checklist tool created by our founder, Jim Tso, based on his 35+ years’ experience with financial planning clients). This gift will have positive impact on anyone who puts into practice the easy and practical advice contained in this unique tool.

All you need to do is provide us one or more emails and we’ll do the rest. As our way of thanks, we’ll also send you the same gift!


  1. […] rules that could help any person to achieve a lifetime of financial happiness and security. If you refer even one friend or family member’s email to us, you will receive this gift. Your friend or family member will receive a one-time email telling them that you kindly referred […]

Leave a Comment

Subscribe Now For Free