Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
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Debt complicates not only our finances, but our emotions too. Much of the stress surrounding debt simply comes from not addressing it in the first place. It’s time to change that!
With your assistance, clients will have a more productive conversation around debt, develop strong reasons for paying off their debt, and identify the most optimal path for getting there.
This flowchart covers important decision-making factors a client must consider when tackling their debts, such as: