Build your own Personal Budgeting & Cashflow Coaching Program for your Clients

Thursday, February 11, 2021 - Thursday, March 11, 2021   iCalendar

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Course Outcomes:
• More effectively align clients spending behaviors with their values and goals
• Enable clients to develop a balanced approach to spending & saving
• Base any modeling or forecasting around the clients validated spending and savings to increase your confidence in your projections
• Prevent the “I don’t know where my money goes” syndrome
• Keep clients accountable and better position you to influence their spending behaviors and attitudes
• Increase the value of your ongoing advice and relationship by delivering more meaningful ‘touch points’ to your clients each week, month, quarter and year


Map & Directions