Family / Friend Introduction
Submit a friend's name and email below. We'll send them a friendly intro to the retirement scorecard.
Help a Friend Introduction Challenge
Introduce a friend to unbiased retirement advice. Each activity earns entries toward the draw happening April 1, 2027.
How to Earn Entries
Submit a friend's name and email below. We'll send them a friendly intro to the retirement scorecard.
Send a quick text from your own phone. We'll open your messaging app with a ready-to-send message.
Text a FriendShare a review on Tyler's Facebook page or send us a written testimonial about your experience.
Finish the Financial Gaps Scorecard at moneyscore.ca.
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Submit a Friend Introduction
Enter your details and your friend's email. We'll send them a friendly note about the retirement scorecard.
Preview of what your friend will receive
From: Jane Doe <referrals@notify.deliberatewealth.com>
Reply-To: jane.doe@example.com
Subject: Jane Doe thought of you
Jane Doe thought of you
Hi John,
It’s Jane Doe. I recently went through a retirement check-up with Tyler Hoffman from OnPoint Private Wealth Coaching and thought you might find it useful too.
“Find your #1 gap holding you back from retiring early”
It’s a short, free, no-sales-pitch assessment called the Early Retirement Scorecard. It takes just 3 minutes and instantly gives you a clear picture of where you stand — no cost, no obligation. I thought you’d get some value from it too.
P.S. Text me back or email if you’d like more info.
You received this because Jane Doe asked us to send you an introduction. If it’s not for you, simply ignore this email.
Tyler Hoffman — OnPoint Private Wealth Coaching
Rather write your own message? Copy and paste this one
Hey [Friend], was thinking of you just now. I went through a retirement check-up with Tyler Hoffman from OnPoint Private Wealth Coaching and thought you might find it useful too. “Find your #1 gap holding you back from retiring early” It’s a short, free, no-sales-pitch assessment called the Early Retirement Scorecard. It takes just 3 minutes and instantly gives you a clear picture of where you stand — no cost, no obligation. Let me know what you think!!
Log an Activity
Texted a friend, booked your review, left a review or finished the scorecard? Log it below and it goes straight onto Tyler's tracking board — no email needed.
Questions? Email Tyler directly at tyler@deliberatewealth.com.