Applying & Getting Approved

The application takes about 2 minutes. Here's what to expect.

What we look for

We review every application manually. We're looking for partners who have a genuine audience of people who would benefit from estate planning and financial organization — not just anyone with a website.

Good fits:

• Personal finance blogs or newsletters with a family/wealth focus
• Estate planning or elder law attorneys
• Fee-only financial advisors or CFPs
• CPAs who work with families on wealth planning
• YouTube creators or podcasters in the personal finance space

We approve most applications from people with relevant audiences. We do decline applications from general coupon sites, unrelated niches, or very new websites with no established audience.

The application form

You'll be asked for:

• Your name or brand name — what you go by publicly
• Website or social profile URL — your primary platform (optional but helpful)
• Audience description — who follows you, roughly how many, and why Golden Wealth is relevant to them
• Anything else — how you plan to promote us, past affiliate experience, etc.

Be specific about your audience. "I write a weekly newsletter for families 40–60 focused on financial planning. ~8,000 subscribers" is more useful than "I have a finance blog."

After you apply

• We review applications within 48 hours, often sooner
• You'll receive an email with our decision either way
• If approved, the email includes a link to connect your bank account via Stripe
• Once your bank is connected, you can find your referral link in your partner dashboard

If you're rejected

We send a brief reason with every rejection. Common reasons:

• Audience doesn't align with our target users (families, 40–65, estate planning)
• Website or content is very new with no established traffic
• General coupon or incentivized traffic site

You can reapply in 60 days if your situation changes.

A Golden Wealth account is required

You need an existing Golden Wealth account to apply. If you don't have one, you can create a free account — it takes 30 seconds and doesn't require a credit card.