Create a Budget that Works
Limited Time Price: $17
Your clients have the desire to want and do lots of things, but those things take money. If a client doesn’t see where the money is going to come from, then he won’t feel confident enough to act. When you help clients create a budget that works, you help them accomplish two things. First, you are helping the clients find the money. You are helping the clients discover whether they are really as cash strapped as they think they are.
Secondly, you are helping the clients from a psychological standpoint. This is the part most financial advisors miss out on. People save more money when they feel good about what they are doing with their finances.