Embed Our Free Financial Planning Advisor.

Provide your clients & site visitors 24/7 real-time answers on any aspect of Financial Planning with your very own digital succession plan advisor!

The Financial Planning advisor will provide comprehensive, accurate, and insightful answers about financial planning, wealth building, and retirement planning. The advisor is also knowledgeable on relevant research, initiatives, programs, thought leaders, and strategies across the financial planning ecosystem.

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Note: Our free Advisor includes the "Powered by Kindred" branding and does not provide for customization & styling. Also, the free version is limited to 100 total prompts / searches per month.

If you'd like to customize your advisor and/or increase prompt / search limits, you can upgrade to one of our paid options below.

Upgrade for more features & functionality.

Select one of our premium plans below based on your monthly web site traffic. From there, you'll be able to customize the look & feel of your embed, copy the embed code, and paste it directly on your web site or other digital property.