SMART WOMEN Budgeting

In our practice, we found that many prospects come to us wanting a financial plan. In reality, they don't have enough savings or resources to afford our services. What they really need is to get their budget in order first so they will be ready to plan. 

We have also found that coaching clients on their budgets takes a LOT of time. Time that we, as advisors, don't always have to give for this important, high touch, and often low return activity.

To help our clients, we created a budgeting App separate from our other software. We ran webinars to test our training and honed our content. Then, we created video and put the entire course online for anyone to access. The intent is that if someone is committed enough to complete the course, they will be better prepared for financial planning.

If you are interested in offering this program to your clients, we are happy to work with you! We'll host a marketing webinar to help you build interest, and then offer your clients 50% off the cost of the course.

There is no charge to you for this program - so it's a win-win-win! With minimal time, you can give your clients and prospects a resource, your clients get 50% off a tested service that they need, and we are able to share our "money mantras" with more people!