Refer-a-Friend

Loving our services and know someone else who would benefit from them? We're currently accepting referrals and the process is easy for everyone:


Step #1

Enter your friend or family member's name and email below


Step #2

They will receive an intro email from Blend Wealth


Step #3

After we get in contact, if they would like to move forward, we will get a meeting scheduled and go through our planning process


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