Strategic Referral Partnerships That Empower Women & Strengthen Your Practice
At Reclaim & Rise by The Longevity Financial Group, we partner with professionals who serve women navigating life transitions—including divorce, loss, career changes, retirement, business exit, and inheritance.
Together, we create high-impact, holistic solutions that honor every dimension of a woman’s journey—financial, emotional, and spiritual.
- Our partners include:
- Attorneys
- Therapists
- CPAs
- Business Coaches
- Estate Planners
- Family Law Professionals
Whether you support women in crisis, reinvention, or expansion, our VIP Planning Experiences are designed to meet your clients where they are and walk with them into peace, purpose, and lasting clarity.
Why Partner With Us?
Execution-Focused Financial Planning
We don't just deliver advice—we walk with your clients through implementation, offering structure, strategy, and accountability every step of the way.
Collaborative, Values-Aligned Approach
We believe in trusted collaboration. We align our financial planning process with your legal, therapeutic, or business guidance to support your client’s goals holistically.
Concierge-Level Client Experience
From the first email to the final deliverable, your clients will feel cared for, respected, and deeply supported. We ensure a seamless, high-touch experience that reflects well on your brand too.
Strategic Partner Resources
To make collaboration easy and meaningful, we’ve created tools and assets just for you:
Download the COI Toolkit
Includes:
- Referral guidelines
- Client avatar profiles
- Overview of the 5 VIP Financial Planning Experiences
- Sample deliverables
Apply to Become a Strategic Partner
We invite you to explore how our aligned missions can create meaningful outcomes for the clients we mutually serve. Apply now to begin the conversation.
When You Refer, She Receives:
- A personalized consultation to understand her story and goals
- Access to a tailored VIP planning journey
- Faith-aligned, purpose-driven financial guidance
- A clear action plan and full execution support
Our Partners
