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.
If you have any questions, please feel free to email us at firstname.lastname@example.org.
Many clients feel stress or uncertainty about where their next dollar should go. When no guidance is given, clients may run the risk of inefficiently deploying cash, overspending, or leaving too much money in their bank accounts.
This flowchart will help facilitate a more meaningful conversation between you and your client about their unique goals and preferences, and how those goals and preferences should be factored in when developing their personal “financial order of operations.”
This flowchart covers important factors a client needs to consider when determining where their next dollar should go, such as:
Click here for a client-facing email template.