Referral Program

Updated March 15, 2024

At Bohemian Bungalows, we deeply appreciate the trust and confidence our clients bestow upon us. To express our gratitude for referring new clients to our advisory services, we present two rewarding options:

$100 Gift Card: Upon the establishment of monthly advisory services by the new client, we'll extend our appreciation with a $100 amazon gift card. This reward will be issued after the third month of the new client's service.

One-Month Credit: Alternatively, as a valued client, you can opt for a one-month credit equal to or less than your monthly charges, matching the new client's fee (but not exceeding your monthly fee). This credit will be applied to your account, usable towards your advisory services. Please note, there's a maximum of 12 credits within a 48-month period with this option, and the reward will be issued after the third month of the new client's service.

Both referral programs ensure that rewards are issued only after the new client's third monthly payment is received and processed. Importantly, your chosen reward remains consistent despite any pauses, cancellations, terminations, or transfers of services to spouses or family members.

Additionally, the $100 gift card option is available to current advisory clients or through enrollment in the referral program with a one-time fee of $300. The one-month credit option is exclusively for current advisory clients who maintain timely monthly payments.

Thank you for entrusting us with your financial needs and for recommending us to others who could benefit from our services.